Wealth Planner & Client Advisor
TD Wealth in Vernon, British Columbia seeks an experienced financial planning professional to provide comprehensive planning and advice to mass affluent clients, building long-term relationships and delivering personalized service.
You will manage relationships, conduct reviews, and identify growth opportunities, leveraging CFP/CIRO credentials and 3–5 years in financial services to drive client outcomes. The role offers competitive compensation and growth within TD's Total Rewards program.
For the Wealth Planner & Client Growth Advisor position at TD, we are reviewing applications now.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 60.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Planner & Client Growth Advisor role in the description above.
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