Financial Planner - Station Square, Bumaby

Work Location

Burnaby, British Columbia, Canada

37.5

TD Wealth

$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 understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award‑winning, high‑performing teams.

• Identify client 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, use results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
• Contribute to team and department goals while strengthening customer service and dedication
• Monitor service, productivity and assess efficiency and implement continuous improvements
• Be knowledgeable of best practices and procedures and stay 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 member of the team, support 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 first 120 days in role
• Achieve Certified Financial Planner (CFP) designation within first 3 years in role
• CFP Eligibility requirements:
  University Degree OR meet one of the following:

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

Our Total Rewards package includes a base salary, variable compensation, and key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.