Financial Planner

## Planific. financ. IPostulerremote type:
Sur place locations:
Port Coquitlam, British Columbia time type:
Temps pleinposted on:
Publié il y a 2 jour(s) time left to apply:
Date de fin : 7 juillet 2026 (Il reste 15 jours pour postuler) job requisition :
R _1495752
** Lieu de travail :
** Port Coquitlam, Colombie-Britannique, Canada
** Horaire :
** 37.5
** Secteur d’activité :
** Gestion de patrimoine TD
** Détails de la rémunération :**$60,000 - $70,000 CAD### ### Ce poste est admissible à des revenus de commission.

La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions.

Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise.
En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.
** Description du poste :
** 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.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.
*
* Job Description:

** Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

With a focus on relationship management, advice and business development, you will:
* Identify your client's 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 using 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
*
* Educational Requirements:

*** 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:  + Have been 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
** Skills you will require:
*** Passion for financial planning and driven to help clients reach their financial & life goals
* Possess an…