Wealth Planner & Advisor (CFP Path)

TD; Victoria; On-site; CAD 60,000 - 70,000; Full time

Job summary

TD Wealth is seeking an experienced Financial Planner to support mass affluent clients in Victoria, BC. You will conduct comprehensive planning, identify financial goals, and build long-term client relationships with a focus on personalized advice and high service standards.

The role requires a University Degree with 3–5 years in financial services, CIRO RR license within 120 days, and CFP designation within 3 years or eligible via CFP pathway.

Qualifications

• - University Degree recommended; 3–5 years in financial services is preferred.
• - CIRO RR license required within first 120 days in role.
• - CFP designation within first 3 years in role.
• - CFP eligibility: QAFP in good standing or up to 10 years qualifying experience.
• - Strong knowledge of financial markets and planning processes.

Responsibilities

• Identify clients' life and financial goals and build long-term relationships through planning expertise.
• Conduct reporting and analysis to draw conclusions and improve programs and services.
• Contribute to team goals and strengthen client service and dedication.
• Monitor service levels, productivity and implement continuous improvements.
• Stay ahead of industry trends and best practices.
• Provide mentorship and guidance to colleagues.

Skills

Financial planning

Entrepreneurial spirit

High value sales

Client relationships

Regulatory awareness

Communication

Education

University Degree

CIRO RR license (within 120 days)

CFP designation within 3 years

CFP eligibility: QAFP or 5–10 years experience

CFP preparation/education

Job description

TD Wealth is seeking an experienced Financial Planner to support mass affluent clients in Victoria, BC. You will conduct comprehensive planning, identify financial goals, and build long-term client relationships with a focus on personalized advice and high service standards.

The role requires a University Degree with 3–5 years in financial services, CIRO RR license within 120 days, and CFP designation within 3 years or eligible via CFP pathway.