Experienced Financial Planner Wealth

Position: Experienced Financial Planner at TD Wealth
Shape client financial futures with TD Wealth as a skilled Financial Planner in Burnaby, British Columbia. Drive success through relationship management, financial advice, and comprehensive planning.

As an experienced Financial Planner, you will play a vital role at TD Wealth, providing personalized investment solutions to mass affluent clients. This position demands strong relationship-building skills and the ability to carry out thorough financial reviews to help clients achieve their goals. Contribute to a high-performing team known for exceptional customer service and wealth management expertise.

Key Responsibilities:

• Identify client life and financial goals through consultations

• Conduct comprehensive analysis and make tailored recommendations

• Monitor service productivity and implement efficiency improvements

• Mentor team members while fostering a positive environment

• Maintain adherence to risk management practices

Requirements:

• University degree preferred

• 3 – 5 years in financial services industry

• CIRO Registered Representative license within 120 days

• Achieve CFP designation within 3 years

• Strong problem-solving and communication skills

Harness your passion for financial planning while making impactful connections with clients at TD Wealth.
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