Financial Planner

Job Overview

Location:

Richmond, British Columbia, Canada.

Hours:

37.5 per week. Pay: $60,000 - $70,000 CAD annually, commission eligible.

TD Wealth is a financial planning team focused on guiding mass affluent clients through comprehensive financial planning, relationship building, and business development. The role requires a professional with experience in wealth planning and client relationship management.

• Identify clients' life and financial goals, deliver comprehensive reviews, and build long‑term relationships through financial planning expertise and ongoing services.
• Conduct reporting and relevant analysis 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.
• Remain knowledgeable of best practices and procedures, staying ahead of emerging trends.
• Acquire and apply expertise; provide mentorship, assistance, and direction to others.
• Maintain a culture of risk management and control aligned with risk appetite.
• Participate fully as a team member and support a positive, service-oriented work environment.

• University degree (preferred).
• 3–5 years in financial services managing client relationships, providing financial advice, and delivering tailored investment solutions (preferred).
• CIRO Registered Representative (RR) license within first 120 days.
• Achieve Certified Financial Planner (CFP) designation within first 3 years.
• CFP eligibility:
  University degree OR 5 years as a QAFP professional in good standing, or up to 10 years of qualifying work experience.

• Passion for financial planning and dedication to helping clients reach financial and life goals.
• Entrepreneurial spirit to prospect external business development opportunities via networking and experience with high‑value sales.
• Deep understanding of industry, competitive landscape, economic market issues, and regulatory environment.
• Excellent people and problem‑solving skills for building and maintaining client relationships.
• Strong communication skills, able to work collaboratively and independently.

Base salary of $60,000 - $70,000 CAD with commission eligibility. Benefits include health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development opportunities, and reward & recognition programs.

Positions in Quebec require knowledge of French.