Wealth Planner: Grow Client Goals & Wealth

TD Securities; Prince George; On-site; CAD 60,000 - 70,000; Full time

Job summary

A leading financial institution in Prince George is seeking a Financial Planner to assist clients in achieving their financial goals through comprehensive planning and personalized advice. The ideal candidate should possess a passion for financial planning, have 3-5 years of experience in the financial services industry, and relevant qualifications. This position offers a competitive salary and the opportunity for professional growth in a dynamic work environment.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Qualifications

• 3-5 years in financial services managing client relationships.
• Completion of Conduct & Practices Handbook (CPH) within 90 days.
• Achieve Certified Financial Planner (CFP) designation within 3 years.

Responsibilities

• Identify clients' life and financial goals.
• Conduct analysis and reporting for effectiveness.
• Contribute to team goals and customer service.
• Monitor productivity and implement improvements.
• Provide mentorship and guidance to others.

Skills

Passion for financial planning

Entrepreneurial spirit for prospecting

Understanding of industry and regulatory environment

Excellent people skills

Strong communication skills

Education

University Degree

Canadian Securities Course (CSC) or CFA Level 1

CIRO Registered Representative (RR) license

Job description

A leading financial institution in Prince George is seeking a Financial Planner to assist clients in achieving their financial goals through comprehensive planning and personalized advice. The ideal candidate should possess a passion for financial planning, have 3-5 years of experience in the financial services industry, and relevant qualifications. This position offers a competitive salary and the opportunity for professional growth in a dynamic work environment.