Client-Focused Financial Planner at TD Wealth

Join TD Wealth in Richmond, British Columbia as a dedicated Financial Planner. This role emphasizes client relationship management and strategic wealth planning to help clients achieve their financial aspirations.

As a Financial Planner, you will leverage your experience in wealth planning to identify and guide clients through their life and financial goals. You will conduct comprehensive reviews, create tailored investment solutions, and ensure long-term client relationships are effectively built and maintained. Your insights and recommendations will contribute to both team success and enhanced customer service.

Key Responsibilities:

• Identify client financial goals and develop comprehensive reviews

• Conduct reporting and analysis to inform recommendations

• Build long-term relationships through personalized financial advice

• Monitor service levels and implement continuous improvements

• Mentor others and remain updated on industry trends

Requirements:

• University degree preferred

• 3-5 years in client relationship management

• CIRO Registered Representative (RR) license within 120 days

• Certified Financial Planner (CFP) eligibility

• Excellent communication and problem-solving skills

Bring your passion for financial planning and commitment to client success to TD Wealth in Richmond.
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