$60,000 - $70,000 cad; not specified; not specifie...
On-site
Holistic goals discovery approach
Personalized advice and solutions
Relationship management and business development
TD Bank is seeking a Financial Planner in Mission, British Columbia, to provide comprehensive financial planning and advice to mass affluent investing clients. The position emphasizes relationship management, business development, and a commitment to client success while offering opportunities for growth and development within a supportive company culture
Job Summary
TD Wealth provides highly personalized advice, solutions, and service to clients using a sophisticated and holistic goals discovery approach.
The Financial Planning team focuses on helping clients set and achieve their financial goals while delivering a legendary customer experience.
This role involves identifying client goals, conducting reviews, building long-term relationships, and contributing to team and department goals.
Matching Summary
Match Score: 85
TD Bank is seeking a Financial Planner in Mission, British Columbia, to provide comprehensive financial planning and advice to mass affluent investing clients. The position emphasizes relationship management, business development, and a commitment to client success while offering opportunities for growth and development within a supportive company culture.
Salary
$60,000 - $70,000 CAD; Not specified; Not specified
Skills & Requirements
Must-have
holistic goals discovery approach
personalized advice and solutions
relationship management and business development
client relationship building
risk management and control
Nice-to-have
entrepreneurial spirit
deep industry understanding
mentorship and direction to others
Key Requirements
University Degree (preferred)
3 – 5 years financial services experience
CIRO Registered Representative (RR) license within 120 days
Certified Financial Planner (CFP) designation within 3 years