Shape holistic wealth plans in Vancouver with TD Wealth, using financial advice and relationship building to serve investing clients. This role offers 37.5 hours weekly.
As a Financial Planner, you will provide mass affluent clients with comprehensive planning, tailored investment solutions, and ongoing service. You will identify life and financial goals, build long-term relationships, and support client loyalty. The role also includes reporting, analysis, mentorship, and risk management.
Key Responsibilities:
- Identify client life and financial goals
- Provide comprehensive reviews and personalized investment solutions
- Build long-term client relationships through ongoing services
- Analyze reports and recommend program improvements
- Maintain risk management and control practices
Requirements:
- University degree preferred
- Three to five years managing financial services relationships preferred
- Experience providing financial advice and tailored investment solutions preferred
- Obtain CIRO Registered Representative license within 120 days
- Achieve Certified Financial Planner designation within three years
Bring financial planning expertise, communication skills, and relationship building to TD Wealth clients in Vancouver, British Columbia.
TD Wealth Financial Planner Vancouver employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
