Experienced Financial Planner Wealth

Position: Experienced Financial Planner at TD Wealth
Join TD Wealth in Surrey, British Columbia, as an Experienced Financial Planner, providing tailored advice to help clients achieve their financial aspirations.

You will be responsible for cultivating deep relationships with affluent clients, offering expert advice, and analyzing their financial situations comprehensively.

Your role is integral to maintaining high standards of client service and contributing to team success and productivity.

Key Responsibilities:

• Assess and set client financial and lifestyle goals

• Deliver comprehensive reviews and insights to clients

• Analyze data to derive strategic recommendations

• Drive a culture of continuous improvement and client focus

• Mentor others while managing risk effectively

Requirements:

• University Degree is preferred

• 3-5 years managing client relationships in financial services

• CIRO Registered Representative license acquired within 120 days

• Certified Financial Planner designation achieved within 3 years

• Strong interpersonal and problem-solving abilities

Support clients in their financial journeys and foster relationships at TD Wealth in Surrey.
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