Financial Planner - Richmond

The Toronto-Dominion Bank (Canada)

Full time Vancouver, British Columbia Financial Specialists

Posted:

March 23, 2026

Location:

Vancouver, British Columbia, Canada

Job Description

Description
 :Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.
With a focus on relationship management, advice and business development, you will:
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
Contribute to team and department goals while strengthening customer service and dedication
Monitor service, productivity and assess efficiency and implement continuous improvements
Be knowledgeable ...
                

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Job Overview

Job Type: Full time

Location: Vancouver, Canada

Posted: March 23, 2026

Deadline: May 02, 2026