Found Description
Financial Planner – TD Wealth
Work location: Burnaby, British Columbia, Canada
Hours: 37.5 hours per week
Base Salary: $60,000 – $70,000 CAD (Commission based earnings eligible)
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team focuses on relationship management, advice and business development to help clients set and achieve their financial goals while delivering a legendary customer experience.
Responsibilities
- Identify client life and financial goals; provide comprehensive reviews and build long‑term relationships through financial planning expertise.
- Conduct reporting and relevant analysis, using results to draw conclusions, make recommendations and continually assess program effectiveness.
- Contribute to team and departmental goals while strengthening cust...
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Submit your application for Financial Planner - Station Square, Burnaby at The Toronto-Dominion Bank (Canada)
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