Strategic Financial Planner Wealth

Position: Strategic Financial Planner at TD Wealth
Join the dedicated team at TD Wealth in Burnaby, British Columbia, as a Strategic Financial Planner. This role uniquely combines financial planning expertise, relationship building, and commission-driven earnings.

As a Financial Planner, you will prioritize understanding client financial goals while delivering tailored investment strategies. This position requires 3-5 years within the financial services sector, highlighting your skills in client management and financial advisory roles in a collaborative environment.

Key Responsibilities:

• Assess client objectives and provide comprehensive reviews

• Conduct reporting and make informed recommendations

• Enhance customer service while achieving team goals

• Analyze productivity and suggest continuous improvements

• Cultivate a positive team atmosphere and mentor peers

Requirements:

• University degree preferred; experience in financial services (3-5 years)

• CIRO Registered Representative license required within 120 days

• CFP designation to be achieved within 3 years

• Strong understanding of regulatory and market dynamics

• Excellent communication and problem-solving capabilities

Embrace the opportunity to provide bespoke financial planning solutions at TD Wealth, guiding clients toward achieving their financial aspirations.
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