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TD

Financial Planner

TD

Financial Planner assisting mass affluent clients in achieving their financial goals and objectives. Building long-term relationships and providing tailored investment solutions in a wealth management context.

Posted 6/25/2026full-timeVancouver • 🇨🇦 CanadaMid-LevelSenior💰 CA$60,000 - CA$70,000 per yearWebsite

About the role

Key responsibilities & impact
  • Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
  • Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
  • Monitor service, productivity and assess efficiency and implement continuous improvements
  • Maintain a culture of risk management and control

Requirements

What you’ll need
  • 3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
  • CIRO Registered Representative (RR) license within first 120 days in role
  • Achieve Certified Financial Planner (CFP) designation within first 3 years in role
  • Passion for financial planning and driven to help clients reach their financial & life goals
  • Strong communication skills with ability to work collaboratively and independently

Benefits

Comp & perks
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off
  • Career development and training programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial planningfinancial analysisreportinginvestment solutionsrisk managementprogram assessmentpolicy evaluationproductivity monitoringcontinuous improvement
Soft Skills
relationship buildingcommunicationcollaborationindependenceclient managementgoal orientation
Certifications
CIRO Registered Representative (RR)Certified Financial Planner (CFP)