Elevate your career with TD Wealth as a Financial Planner in Surrey, British Columbia. Help mass affluent clients achieve their goals through tailored financial planning and expert advice.
This financial planner role is focused on relationship management and business development in wealth management. With 3-5 years of experience, you'll provide comprehensive financial solutions while enhancing client satisfaction. Your expertise will drive client loyalty as you assess goals and develop personalized strategies to meet them.
Key Responsibilities: • Identify and analyze clients’ financial goals • Conduct reporting to improve service effectiveness • Build long-term relationships with clients • Monitor productivity and suggest improvements • Provide mentorship to junior staff
Requirements: • University degree preferred • 3-5 years in financial services • CIRO Registered Representative license within 120 days • Achieve CFP designation within 3 years • Solid understanding of financial markets and regulations
Bring your passion for financial planning to TD Wealth and help clients succeed. #J-18808-Ljbffr