TD Wealth seeks a Financial Planner in Vancouver skilled in comprehensive financial planning, relationship management, and tailored investment advice for mass affluent clients.
This Financial Planner helps clients identify life and financial goals, receive personalized advice, and build long-term relationships. The role emphasizes business development, reporting, analysis, customer service, and ongoing financial planning expertise. You will contribute to team goals while monitoring service, productivity, efficiency, risk management, and emerging industry trends.
Key Responsibilities: Identify clients' life and financial goals
Provide comprehensive reviews and tailored investment solutions
Build long-term relationships through ongoing client service
Conduct reporting and relevant analysis




Prospect external business development opportunities through networking
Requirements: Three to five years managing financial services client relationships
Experience providing financial advice and tailored investment solutions
University degree preferred
CIRO Registered Representative license within 120 days
Certified Financial Planner designation within three years
Bring financial planning expertise, communication, and relationship-building skills to support TD Wealth clients and their long-term financial goals.

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