Wealth Financial Planner
Job in
Port Coquitlam, BC, Canada
Listed on 2026-06-29
Listing for:
TD
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Become a trusted advisor with TD Wealth as a Financial Planner in Port Coquitlam, British Columbia. This position emphasizes relationship management and comprehensive financial planning for affluent clients.
As a Financial Planner with TD, you will leverage your expertise to help clients meet their financial objectives. You will identify and analyze client goals, develop financial strategies, and build deep relationships. Contribute to overall team success while ensuring high-quality customer service and adherence to best practices.
Key Responsibilities:
• Assess client financial needs and objectives
• Provide tailored investment strategies and advice
• Enhance client relationships through ongoing communication
• Evaluate service efficiency and implement changes
• Mentor junior team members and share knowledge
Requirements:
• University degree preferred
• 3–5 years in financial services required
• CIRO Registered Representative license within 120 days
• Must obtain CFP designation within 3 years
• Excellent interpersonal and analytical skills
Join TD Wealth to further your career in financial planning and client services.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×