Financial Planner at TD Wealth, Vancouver
T
TD
📍 vancouver, metro vancouver regional district, Canada
Job Description
Explore a rewarding Financial Planner role with TD Wealth in Vancouver, British Columbia. Help clients reach their financial goals using your planning and relationship-building expertise.
This full-time position focuses on long-term client relationships and comprehensive wealth planning. The ideal candidate will possess 3-5 years of experience in financial services, demonstrating a strong understanding of financial advice and investment solutions. You'll contribute to team goals while implementing ongoing improvements in service and efficiency.
Key Responsibilities:
• Identify client financial goals and build lasting relationships
• Conduct analysis to assess program effectiveness
• Monitor productivity and implement continuous improvements
• Maintain a culture of risk management and control
• Provide mentorship and support to team members
Requirements:
• University degree preferred
• 3-5 years managing cl...
This full-time position focuses on long-term client relationships and comprehensive wealth planning. The ideal candidate will possess 3-5 years of experience in financial services, demonstrating a strong understanding of financial advice and investment solutions. You'll contribute to team goals while implementing ongoing improvements in service and efficiency.
Key Responsibilities:
• Identify client financial goals and build lasting relationships
• Conduct analysis to assess program effectiveness
• Monitor productivity and implement continuous improvements
• Maintain a culture of risk management and control
• Provide mentorship and support to team members
Requirements:
• University degree preferred
• 3-5 years managing cl...