Financial Planner

Work Location:

Kelowna, British Columbia, Canada

Hours:

37.5
Line of Business: TD Wealth
Pay Details: $60,000 - $70,000 CAD. This role is eligible for commission based earnings.

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team focuses on building long‑term relationships through comprehensive financial planning, relationship management and ongoing client service.

• Identify clients’ life and financial goals, provide comprehensive reviews, and build long‑term relationships through financial planning expertise, relationship building and ongoing services.
• Conduct reporting and relevant analysis, draw conclusions, make recommendations and continually assess the effectiveness of programs and policies.
• Contribute to team and department goals while strengthening customer service and dedication.
• Monitor service, productivity and assess efficiency, implementing continuous improvements.
• Be knowledgeable of best practices and procedures, staying ahead of emerging trends.
• Acquire and apply expertise, provide mentorship, assistance and direction to others.
• Maintain a culture of risk management and control, supported by aligned risk appetite.
• Participate fully as a team member, supporting a positive and service‑oriented work environment.

• University Degree (preferred).
• 3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred).
• CIRO Registered Representative (RR) license within the first 120 days in role.
• Achieve Certified Financial Planner (CFP) designation within the first 3 years in role.

• University Degree OR meet one of the following:
  • Be a QAFP professional in good standing for a minimum of 5 years at the time of applying.
  • Up to 10 years of qualifying work experience.

• Passion for financial planning and a drive to help clients reach their financial and life goals.
• Entrepreneurial spirit to prospect external business development opportunities through networking and experience in high‑value sales.
• Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
• Excellent people and problem‑solving skills to build and maintain client relationships.
• Strong communication skills, ability to work collaboratively and independently, provide assistance and build relationships.

• Base salary within $60,000 – $70,000 CAD, with commission eligibility.
• Variable compensation.
• Health and well‑being benefits.
• Retirement and savings programs.
• Paid time off.
• Banking benefits and discounts.
• Career development opportunities.
• Reward and recognition programs.