Wealth Planning Advisor – Client-Focused

TD Bank Group; Vancouver; On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Commission-based earnings

Job summary

TD Bank Group Vancouver seeks an experienced Financial Planner to guide mass affluent clients through comprehensive financial planning and personalized investment strategies. You will focus on relationship management, advice, and business development to identify client goals and deliver ongoing services with a high standard of client care.

You will conduct in-depth reviews, build durable relationships, and monitor service delivery, aiming to align client outcomes with TD Wealth’s high standards

Qualifications

• Experience managing client relationships in financial services.
• Strong ability to build long-term client relationships and provide tailored investment advice.
• Ability to conduct comprehensive financial planning and develop business opportunities.

Responsibilities

• Identify clients' life and financial goals and provide comprehensive reviews.
• Build long-term client relationships through ongoing financial planning services.
• Conduct reporting and analysis to assess program effectiveness and make recommendations.

Skills

Financial planning

Networking

Sales

Communication

Education

University degree (preferred)

CIRO RR license within 120 days

CFP designation within 3 years

CFP eligibility (QAFP pathway)

Job description

TD Bank Group Vancouver seeks an experienced Financial Planner to guide mass affluent clients through comprehensive financial planning and personalized investment strategies. You will focus on relationship management, advice, and business development to identify client goals and deliver ongoing services with a high standard of client care.

You will conduct in-depth reviews, build durable relationships, and monitor service delivery, aiming to align client outcomes with TD Wealth’s high standards