Wealth Planner - Client-Centric Financial Guidance

The Toronto-Dominion Bank (Canada); Victoria; On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Commission based earnings

Base salary + variable compensation

Total Rewards package

Job summary

TD Wealth in Victoria, BC, is seeking a Financial Planner to manage client relationships and provide tailored investment solutions. The role emphasizes goal-based planning and delivering a legendary client experience.

You will identify client objectives, conduct reviews, and build long-term relationships while pursuing CIRO RR licensing within 120 days and CFP designation within 3 years. Competitive base salary with commission eligibility and a Total Rewards package.

Qualifications

• University degree preferred.
• 3–5 years in financial services managing client relationships and providing financial advice.
• CIRO Registered Representative license within first 120 days.
• CFP designation within first 3 years.

Responsibilities

• Identify client life and financial goals and build long-term relationships through financial planning expertise.
• Conduct reporting and analysis to draw conclusions, make recommendations and assess programs and practices.
• Contribute to team goals while strengthening customer service and dedication.
• Monitor service, productivity and implement continuous improvements.
• Acquire and apply expertise, provide mentorship and direction to others.

Skills

Financial planning

Business development

Industry knowledge

People skills

Communication skills

Education

University degree

3–5 years in financial services

CIRO RR license (within 120 days)

CFP designation within 3 years

Job description

TD Wealth in Victoria, BC, is seeking a Financial Planner to manage client relationships and provide tailored investment solutions. The role emphasizes goal-based planning and delivering a legendary client experience.

You will identify client objectives, conduct reviews, and build long-term relationships while pursuing CIRO RR licensing within 120 days and CFP designation within 3 years. Competitive base salary with commission eligibility and a Total Rewards package.