Wealth Planner & Client Growth Advisor

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

Job summary

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.

Qualifications

• Bachelor degree or higher in a related field.
• CIRO RR license required within 120 days of start.
• CFP designation or eligibility with CPD requirements.
• Experience in wealth/financial planning advantageous.

Responsibilities

• Identify client financial goals and build long-term relationships through planning expertise.
• Conduct reporting and analysis to assess program effectiveness and make recommendations.
• Contribute to team goals and drive customer service excellence.
• Monitor service levels and implement continuous improvements.
• Stay ahead of industry trends and best practices.
• Provide mentorship and direction to colleagues.

Skills

Financial planning

Business development

Industry knowledge

Communication skills

Education

University Degree

CIRO RR license

CFP designation

CFP eligibility requirements

Job description

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.