Financial Planner Opportunity at TD Wealth

Elevate your financial expertise with TD Wealth as a Financial Planner in Port Coquitlam, British Columbia. This role focuses on offering comprehensive financial advice to mass affluent clients while fostering strong relationships.
Join TD Wealth as an experienced Financial Planner to assist clients in achieving their financial goals. With 3–5 years of experience in financial services, you'll provide tailored investment solutions and relationship management. Your role involves strategic analysis, contributing to team performance, and implementing best practices to enhance client service.
Key Responsibilities:
• Identify clients’ financial and life goals
• Conduct comprehensive financial reviews for clients
• Build long-term relationships through expert advice
• Monitor service quality and implement improvements
• Provide mentorship and guidance to colleagues
Requirements:
• University degree in a relevant field
• 3–5 years of experience in financial servic...