Wealth Planner Client Centric Financial Guidance Victoria

Wealth Planner Client Centric Financial Guidance Victoria

12 Oct
|
The Toronto-Dominion Bank (Canada)
|
Victoria

12 Oct

The Toronto-Dominion Bank (Canada)

Victoria

TD Wealth in Victoria, BC, is seeking a Financial Planner to manage client relationships and provide tailored investment solutions. The role emphasizes goal-based planning and delivering a legendary client experience.

You will identify client objectives, conduct reviews, and build long-term relationships while pursuing CIRO RR licensing within 120 days and CFP designation within 3 years. Competitive base salary with commission eligibility and a Total Rewards package.
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📌 Wealth Planner Client Centric Financial Guidance Victoria
🏢 The Toronto-Dominion Bank (Canada)
📍 Victoria

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