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.

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📌 TD Wealth Financial Planner Vancouver (British Columbia)
🏢 TD
📍 British Columbia