Expert Financial Planning Specialist
Job in
Mission, BC, U4S, Canada
Listed on 2026-04-26
Listing for:
TD Bank
Full Time
position Listed on 2026-04-26
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Services, Financial Advisor
Job Description & How to Apply Below
In this client-centric role, you will drive strategic financial planning by identifying and assessing client goals. Your analytical skills will help refine programs and policies while contributing to an efficient and supportive team environment. Expect to mentor peers and support the cultivation of lasting client relationships.
Key Responsibilities:
• Assess and identify individual client financial goals
• Conduct thorough analyses and reporting for informed decisions
• Enhance team performance through collaboration and support
• Drive continuous improvements in service delivery
• Share knowledge and mentor new team members
Requirements:
• 3-5 years of experience in financial services
• Preferred University degree; CIRO RR license required
• Pursue CFP designation within initial employment period
• Strong problem-solving capabilities with an entrepreneurial mindset
• Effective communicator with exceptional relational skills
Help clients realize their financial dreams through committed, personalized guidance and ongoing support in their wealth management journey.
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