Wealth Planner & Client Growth Advisor in Vernon

Wealth Planner & Client Growth Advisor in Vernon

Vernon Full-Time On-site
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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.

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Wealth Planner & Client Growth Advisor in Vernon 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.

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Contact Details:

TD Recruitment Team