Wealth Planner & Client Relationship Advisor

Td; Yorkton; Sur place; AUD 62 000 - 72 000; Plein temps

Résumé du poste

TD Wealth seeks an experienced financial planning professional to serve mass affluent clients with comprehensive planning and advice. You will focus on relationship management, advice, and business development to grow client relationships and assets.

You will conduct reviews, provide tailored investment solutions, and collaborate with teams to deliver a high‑quality client experience. The role emphasizes mentorship, risk management, and growth for TD Wealth.

Qualifications

• University degree preferred.
• 3–5 years within financial services managing client relationships and providing financial advice.
• CIRO Registered Representative license within first 120 days in role.
• Achieve CFP designation within first 3 years in role.
• CFP eligibility requirements: QAFP professional in good standing for a minimum of 5 years; up to 10 years of qualifying work experience.

Responsabilités

• Identify clients' life and financial goals and build long-term relationships.
• Conduct reporting and analysis to draw conclusions and make recommendations.
• Contribute to team goals and strengthen customer service and dedication.
• Monitor service and productivity and implement continuous improvements.
• Stay ahead of best practices and industry trends.
• Provide mentorship and direction to others.
• Maintain a culture of risk management and aligned risk appetite.
• Work as a proactive, service-oriented team member.

Connaissances

Financial planning

Business development

Regulatory understanding

Communication skills

Client relationships

Formation

University degree

CIRO RR license within 120 days

CFP designation within 3 years

CFP eligibility: QAFP 5+ years

Description du poste

TD Wealth seeks an experienced financial planning professional to serve mass affluent clients with comprehensive planning and advice. You will focus on relationship management, advice, and business development to grow client relationships and assets.

You will conduct reviews, provide tailored investment solutions, and collaborate with teams to deliver a high‑quality client experience. The role emphasizes mentorship, risk management, and growth for TD Wealth.