Wealth Planner — Help Clients Reach Financial Goals

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

Job summary

The Toronto-Dominion Bank (Canada) in North Vancouver, BC, is seeking a Financial Planning professional. You will identify clients’ financial goals, deliver tailored planning and ongoing advice, and grow a strong client base with risk-aware service.

Required University degree, 3–5 years in financial services, and licenses (CIRO RR; CFP within 3 years). The role offers a base salary in the 60k–70k CAD range with commission eligibility and growth opportunities.

Qualifications

• University degree preferred.
• 3–5 years in financial services managing client relationships.
• CIRO RR license within first 120 days.
• CFP designation within first 3 years.

Responsibilities

• Identify clients' life and financial goals, provide reviews, and build long-term relationships.
• Conduct reporting and analysis to draw conclusions and improve programs.
• Contribute to team goals with strong customer service and dedication.
• Monitor service, productivity, and efficiency; implement improvements.
• Stay current with best practices and industry trends.
• Provide mentorship and guidance to others; support risk management.

Education

University degree

CFP within 3 yrs

CIRO RR license

3–5 yrs exp

Job description

The Toronto-Dominion Bank (Canada) in North Vancouver, BC, is seeking a Financial Planning professional. You will identify clients’ financial goals, deliver tailored planning and ongoing advice, and grow a strong client base with risk-aware service.

Required University degree, 3–5 years in financial services, and licenses (CIRO RR; CFP within 3 years). The role offers a base salary in the 60k–70k CAD range with commission eligibility and growth opportunities.