Wealth Planner & Client Growth Advisor

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

Job summary

TD Wealth is seeking an experienced Financial Planner in Burnaby, BC to deliver comprehensive financial planning and advisory services for mass affluent clients. You will focus on relationship management, business development, and providing personalized investment guidance to help clients reach their financial goals.

The role requires a University Degree (preferred), 3–5 years in financial services, and CIRO RR licensing within 120 days, with CFP designation within 3 years.

Qualifications

• University degree or equivalent in a related field.
• 3–5 years in financial services managing client relationships and providing financial advice.
• CIRO Registered Representative license within first 120 days in role.
• CFP designation within first 3 years in role.

Responsibilities

• Identify clients' life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services.
• Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
• Contribute to team and department goals while strengthening customer service and dedication.
• Monitor service, productivity and assess efficiency and implement continuous improvements.
• Be knowledgeable of best practices and procedures and stay ahead of emerging trends.
• Acquire and apply expertise, provide mentorship, assistance and direction to others.
• Maintain a culture of risk management and control, supported by aligned risk appetite.
• Participate fully as a member of the team, support a positive and service-oriented work environment.

Skills

Financial planning

Entrepreneurial spirit

High-value sales

Regulatory environment

People skills

Communication

Education

University Degree

CIRO RR license

CFP designation

CFP Eligibility: 5 years QAFP or up to 10 years experience

Job description

TD Wealth is seeking an experienced Financial Planner in Burnaby, BC to deliver comprehensive financial planning and advisory services for mass affluent clients. You will focus on relationship management, business development, and providing personalized investment guidance to help clients reach their financial goals.

The role requires a University Degree (preferred), 3–5 years in financial services, and CIRO RR licensing within 120 days, with CFP designation within 3 years.