Shape holistic wealth plans in Vancouver with TD Wealth, using financial advice and relationship building to serve investing clients. This role offers 37.5 hours weekly.

As a Financial Planner, you will provide mass affluent clients with comprehensive planning, tailored investment solutions, and ongoing service. You will identify life and financial goals, build long-term relationships, and support client loyalty. The role also includes reporting, analysis, mentorship, and risk management.

Key Responsibilities:

- Identify client life and financial goals
- Provide comprehensive reviews and personalized investment solutions
- Build long-term client relationships through ongoing services
- Analyze reports and recommend program improvements




- Maintain risk management and control practices

Requirements:

- University degree preferred
- Three to five years managing financial services relationships preferred
- Experience providing financial advice and tailored investment solutions preferred
- Obtain CIRO Registered Representative license within 120 days
- Achieve Certified Financial Planner designation within three years

Bring financial planning expertise, communication skills, and relationship building to TD Wealth clients in Vancouver, British Columbia.

📌 TD Wealth Financial Planner Vancouver
🏢 TD
📍 Vancouver