Job Description & How to Apply Below
Shape financial futures as a Financial Planner with TD Wealth in Surrey, British Columbia. Leverage your expertise in providing comprehensive financial advice to help clients reach their goals.
In this role, you'll engage with mass affluent clients, focusing on relationship management and financial strategy. You will conduct detailed reviews, utilize analytical reporting, and strengthen customer service. Your ability to monitor efficiency and improve practices will enhance our team's impact.
Key Responsibilities:
• Identify and assess client financial and life goals
• Conduct thorough financial reviews and build relationships
• Analyze data to provide actionable recommendations
• Support team objectives with a customer-driven approach
• Mentor colleagues and foster a risk management culture
Requirements:
• University Degree preferred
• 3-5 years in financial services
• CIRO Registered Representative license within 120 days
• Achieve Certified Financial Planner designation within 3 years
• Strong communication and relationship-building skills
Drive client success through strategic financial planning and expertise at TD Wealth in Surrey.
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