Elevate your career in financial planning with TD Wealth in North Vancouver, BC. This role emphasizes providing personalized financial advice and building robust client relationships for mass affluent clients.
As a Financial Planner, you will utilize your expertise to assist clients in achieving their financial goals. With 3-5 years of experience in financial services, you will conduct comprehensive reviews and provide tailored investment solutions. Your role contributes to TD Wealth's dedication to improving customer service and meeting client expectations through ongoing relationship management and financial planning assistance.
Key Responsibilities:
• Identify clients' financial goals through comprehensive reviews • Conduct program analysis and offer data-driven recommendations • Contribute to departmental success and improve customer service • Implement continuous efficiency improvements in service delivery • Mentor and guide colleagues on best practices
Requirements: • University degree preferred • 3-5 years of financial services experience • CIRO Registered Representative license required • Certified Financial Planner designation within 3 years • Strong communication and relationship-building skills
Provide exceptional financial planning and client service to help TD Wealth clients achieve financial success. #J-18808-Ljbffr