Elevate your financial planning career with TD Wealth in Langley, British Columbia. As a Financial Planner, you will guide clients to meet their financial goals through personalized advice and deep relationship management.
TD is seeking an experienced Financial Planner to join our energetic team. This full-time position focuses on serving mass affluent clients by providing comprehensive financial planning and investment solutions. You’ll apply your expertise in client relationship management and strategic advisory to help clients achieve their life goals while continuously contributing to team success.
Key Responsibilities:
• Identify and analyze client financial goals for tailored solutions
• Conduct detailed financial reviews and ongoing assessments
• Build long-term client relationships through excellence in service
• Collaborate with teams to enhance customer experience
• Stay informed on best practices and emerging financial trends
Requirements:
• 3-5 years of experience in financial services industry
• University degree and CIRO Registered Representative license within 120 days
• Achieve CFP designation within 3 years of hire
• Strong networking and business development skills
• Excellent communication and relationship management abilities
Join TD Wealth in Langley to provide exceptional financial planning and build lasting client relationships.
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📌 Financial Planner in Langley, BC (British Columbia)
🏢 TD Bank Group
📍 British Columbia
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