Wealth Planner & Relationship-Focused Advisor

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

Job summary

The Toronto-Dominion Bank in Surrey, BC is seeking a Financial Planning professional to join TD Wealth as a client-facing advisor. You will help identify life and financial goals, provide reviews and build long-term relationships through tailored planning and ongoing services.

Responsibilities include conducting analyses, drawing conclusions, making recommendations, mentoring teammates, and contributing to risk-managed, compliant client service.

Qualifications

• University Degree or higher education in a related field.
• 3–5 years in financial services managing client relationships.
• CIRO RR license secured within 120 days of starting.
• CFP designation targeted within 3 years.

Responsibilities

• Identify client life and financial goals and build long-term relationships.
• Conduct reviews and provide tailored financial planning solutions.
• Support business development and mentorship within the team.
• Maintain risk-aware, compliant client service practices.

Skills

Passion for financial planning

Entrepreneurial spirit

Industry knowledge

People skills

Communication skills

Education

University Degree

CIRO RR license (within 120 days)

CFP designation within 3 years

Job description

The Toronto-Dominion Bank in Surrey, BC is seeking a Financial Planning professional to join TD Wealth as a client-facing advisor. You will help identify life and financial goals, provide reviews and build long-term relationships through tailored planning and ongoing services.

Responsibilities include conducting analyses, drawing conclusions, making recommendations, mentoring teammates, and contributing to risk-managed, compliant client service.