Job Description & How to Apply Below
Drive client success as a Financial Planner with TD Wealth in Burnaby, British Columbia. This position focuses on comprehensive financial planning, client relationship management, and potential commission earnings.
In this role, you’ll identify client financial goals, present personalized advice, and build long-term relationships through financial expertise. Ideally suited for professionals with 3-5 years in financial services, your contributions towards customer service and teamwork will deliver a legacy of trust and excellence.
Key Responsibilities:
• Build long-term relationships through financial expertise
• Analyze client needs and make tailored recommendations
• Achieve goals supporting customer service and productivity
• Implement improvements in processes and practices
• Mentor team members to drive success
Requirements:
• 3-5 years in financial services preferred
• University degree highly regarded
• CIRO Representative license required within 120 days
• Certified Financial Planner designation in 3 years
• Entrepreneurial spirit to drive business development
Shape the future of financial planning at TD Wealth and make impactful client connections.
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