TD Wealth in Vernon, British Columbia seeks an experienced financial planning skilled to provide comprehensive planning and advice to mass affluent clients, building long-term relationships and delivering personalized service.
You will manage relationships, conduct reviews, and identify growth opportunities, leveraging CFP/CIRO credentials and 3–5 years in financial services to drive client outcomes. The role offers competitive compensation and growth within TD's Total Rewards program.
📌 Wealth Planner (Vernon)
🏢 TD
📍 Vernon