Financial Planner at TD Wealth

Elevate your career as a Financial Planner with TD Wealth in Victoria, British Columbia. Focus on delivering investment advice and comprehensive financial planning to mass-affluent clients.

As a Financial Planner, you will enhance client satisfaction and drive business growth through expert relationship management. This position requires 3-5 years of experience in financial services, a passion for advising clients, and a commitment to achieving the Certified Financial Planner designation.

Your role will involve understanding client goals and improving service efficiency while staying updated on industry trends.

Key Responsibilities:

• Identify and assess client life and financial goals

• Conduct detailed reports and analyses to guide recommendations

• Contribute to team goals focused on customer service

• Monitor productivity and efficiency for continuous improvements

• Mentor and guide other team members on best practices

Requirements:

• University Degree preferred

• 3-5 years in financial services with client management

• CIRO Registered Representative license within 120 days

• Achieve CFP designation within 3 years

• Strong communication and problem-solving skills

Utilize your financial expertise to empower clients at TD Wealth in Victoria.
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