Financial Planner

Drive client success as a Financial Planner with TD Wealth in Port Coquitlam, British Columbia. Focused on relationship management and tailored financial advice, this full-time role provides a comprehensive approach to client goal achievement.

TD Wealth is seeking an experienced Financial Planner. With 3-5 years in financial services, you’ll identify client goals, perform comprehensive financial evaluations, and create lasting relationships through your advisory skills. Your contributions will enhance client satisfaction and drive business development.

Key Responsibilities:

• Identify and evaluate client financial goals

• Provide comprehensive financial planning reviews

• Build long-term client relationships through advisory expertise

• Conduct thorough reporting and analysis for recommendations

• Implement risk management practices and service improvements

Requirements:

• University degree preferred

• 3-5 years in financial services with client relationship management

• CIRO Registered Representative license within 120 days

• Achieve Certified Financial Planner designation within 3 years

• Strong communication and entrepreneurial skills

Elevate client financial success through personalized planning and expert advice with TD Wealth in Port Coquitlam.
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