TD Wealth seeks a Financial Planner in Vancouver skilled in comprehensive financial planning, relationship management, and tailored investment advice for mass affluent clients.
This Financial Planner helps clients identify life and financial goals, receive personalized advice, and build long-term relationships. The role emphasizes business development, reporting, analysis, customer service, and ongoing financial planning expertise. You will contribute to team goals while monitoring service, productivity, efficiency, risk management, and emerging industry trends.
Key Responsibilities:
- Identify clients' life and financial goals
- Provide comprehensive reviews and tailored investment solutions
- Build long-term relationships through ongoing client service
- Conduct reporting and relevant analysis
- Prospect external business development opportunities through networking
Requirements:
- Three to five years managing financial services client relationships
- Experience providing financial advice and tailored investment solutions
- University degree preferred
- CIRO Registered Representative license within 120 days
- Certified Financial Planner designation within three years
Bring financial planning expertise, communication, and relationship-building skills to support TD Wealth clients and their long-term financial goals.
Financial Planner TD Wealth Vancouver employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
