Wealth Financial Planner

Position: TD Wealth Financial Planner Role
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.
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