TD Wealth is seeking a dedicated Financial Planner to provide tailored financial advice to mass affluent clients. Focused on relationship management, this role empowers you to help clients reach their financial goals through personalized planning. Ideal candidates have 3-5 years of experience in financial services and are skilled in managing client relationships and delivering comprehensive financial planning.

You will engage in business development and continuously assess financial strategies to ensure client satisfaction while contributing to team objectives. Key Responsibilities:

- Identify clients' life and financial goals
- Conduct comprehensive reviews and analyses
- Strengthen customer relationships through expert planning
- Monitor service effectiveness and productivity
- Mentor team members in financial practices

Requirements:

- University Degree is preferred
- 3-5 years in financial services industry
- CIRO Registered Representative license within 120 days
- Certified Financial Planner designation within 3 years
- Robust communication and problem-solving skills

Bring your passion for financial planning and client success to TD Wealth as a Financial Planner.

📌 Financial Planner at TD Wealth (Langley)
🏢 TD Bank Group
📍 Langley