Financial Planner

Work Location

Richmond, British Columbia, Canada

37.5

TD Wealth

$60,000 - $70,000 CAD
Commission based earnings eligible

As an experienced professional, you will provide mass affluent investing clients with comprehensive financial planning and advice, focusing on relationship management, advice, and business development.

• Identify client life and financial goals, provide comprehensive reviews, and build long‑term relationships through financial planning expertise.
• Conduct reporting and relevant analysis, 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, assess efficiency and implement continuous improvements.
• Maintain knowledge 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, supported by aligned risk appetite.
• Participate fully as a member of the team, supporting a positive and service‑oriented work environment.

• 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 the first 120 days in role.
• Achieve Certified Financial Planner (CFP) designation within the 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.

• Passion for financial planning and a drive to help clients reach their financial and life goals.
• Entrepreneurial spirit to prospect external business development opportunities through networking, with experience in high‑value sales and business development.
• Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment.
• Excellent people and problem‑solving skills that help build and maintain client relationships.
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.