TD Wealth in Vernon, BC, is seeking an experienced financial planning qualified to deliver comprehensive planning and tailored investment advice to mass affluent clients. You will identify goals, conduct reviews, and build long-term relationships while collaborating with the Wealth team to meet client objectives.
The role requires 3–5 years in financial services, licensing within 120 days, and CFP designation within 3 years; mentoring and risk management are also key parts of the role in a
📌 Wealth Planner – Commission-Eligible (Vernon)
🏢 TD
📍 Vernon
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