Financial Planner Wealth

Position: Financial Planner Role at TD Wealth
Join TD Wealth in Abbotsford, British Columbia as a Financial Planner. In this position, you'll focus on crafting tailored financial strategies for mass affluent clients.

This role emphasizes your ability to provide personalized financial insights and planning solutions. You will play a pivotal role in client relationship management, assessing financial needs, and guiding clients towards their goals. Your insights will drive both client satisfaction and team success.

Key Responsibilities:

• Identify client goals and provide tailored advice

• Conduct thorough financial reviews and analyses

• Strengthen client relationships through dedicated service

• Monitor and improve service delivery efficiency

• Actively mentor team members in financial planning

Requirements:

• Preferred university degree

• 3–5 years of client relationship management experience

• CIRO Registered Representative license within first 120 days

• Must achieve CFP designation within three years

• Excellent interpersonal and problem-solving abilities

Serve clients with passion and expertise in financial planning at TD Wealth.
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