Wealth Financial Planner Position

Position: TD Wealth Financial Planner Position
Join TD Wealth as a Financial Planner in Burnaby, British Columbia and impact client financial health through exceptional advice and planning. Lead with relationship management and expert financial reviews.

In this role, you will be responsible for helping clients achieve their investment objectives with a personalized approach. Build lasting connections, conduct effective analysis, and support team goals while fostering an unbeatable customer experience. Don’t miss the chance to be part of a top-tier financial institution.

Key Responsibilities:

• Identify and formulate clients' financial goals

• Execute detailed financial reviews and recommendations

• Monitor and enhance service delivery and efficiency

• Provide mentorship and guidance to team members

• Uphold a culture of risk awareness and management

Requirements:

• Bachelor's degree preferred

• 3 - 5 years of relevant experience

• Obtain CIRO Registered Representative license promptly

• Achieve CFP designation in a timely manner

• Strong communication and client relationship skills

Maximize your expertise and contribute to client success with TD Wealth's dedicated team.
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