TD Wealth is seeking an experienced Financial Planner to support mass affluent clients in Victoria, BC. You will conduct comprehensive planning, identify financial goals, and build long-term client relationships with a focus on personalized advice and high service standards.
The role requires a University Degree with 3–5 years in financial services, CIRO RR license within 120 days, and CFP designation within 3 years or eligible via CFP pathway.
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📌 Wealth Planner & Advisor (CFP Path) (Victoria)
🏢 TD
📍 Victoria