Wealth Advisor: Client Growth & Planning

Canada Job Bank; Abbotsford; On-site; CAD 111,000 - 166,000; Full time

Job summary

TD Bank is hiring a Financial Advisor focused on detailed financial planning and investing solutions within TD Wealth. The role emphasizes client-centric wealth management, long-term financial well-being, and a strong emphasis on relationships and compliance.

The position is on-site in Abbotsford, BC, with a 40-hour work week and full-time employment, offering a base salary with variable compensation and a broad benefits package including retirement and health programs.

Qualifications

• Licensing and registration requirements must be met (SIE, Series 7, 63, and Series 66 or equivalent).
• Self-starter with ability to organize activities to meet sales and referral goals.
• Deep knowledge of wealth products and services.

Responsibilities

• Act as the main point of contact for TD Wealth clients.
• Analyze the client’s financial goals and suggest investments aligned with them.
• Give a thorough onboarding and plan support throughout the client’s lifestyle.
• Execute regular reviews focusing on total wealth needs and identify opportunities to grow the relationship.
• Work with other teams to direct customers to suitable banking and wealth solutions.
• Ensure all interactions and transactions comply with regulations and policies.
• Create and keep proper documentation while carrying out due diligence.
• Support the team with mentoring and fostering a productive work environment.
• Promote TD Wealth within the community and clients’ networks.

Skills

SIE

Series 7

Series 63

Series 66

Self-starter

Relationship skills

Communication skills

Wealth products knowledge

Education

Bachelor's degree

Job description

TD Bank is hiring a Financial Advisor focused on detailed financial planning and investing solutions within TD Wealth. The role emphasizes client-centric wealth management, long-term financial well-being, and a strong emphasis on relationships and compliance.

The position is on-site in Abbotsford, BC, with a 40-hour work week and full-time employment, offering a base salary with variable compensation and a broad benefits package including retirement and health programs.