Financial Planner - Oak Bay

Financial Planner – TD Wealth

Work Location: Victoria, British Columbia, Canada

Hours: 37.5

Pay: $60,000 – $70,000 CAD (commission based)

The Financial Planner will deliver comprehensive financial planning, investment advice, and relationship management to mass‑affluent clients, driving client satisfaction and business growth.

• Identify client life and financial goals, provide comprehensive reviews, and build long‑term relationships through financial planning expertise and ongoing services.
• Conduct reporting and relevant analysis, use results to 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, and assess efficiency; implement continuous improvements.
• Stay knowledgeable of best practices and emerging trends in financial services.
• 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 license within the first 120 days in role.
• Achieve Certified Financial Planner (CFP) designation within the first 3 years in role.

• University Degree, OR
  • QAFP professional in good standing for a minimum of 5 years at the time of applying, OR
    • Up to 10 years of qualifying work experience.

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

• Competitive base salary and variable compensation.
• Health and well‑being benefits.
• Retirement and savings plans.
• Paid time off.
• Career development opportunities.
• Reward and recognition programs.