Financial Planner - Richmond

Work Location

Richmond, British Columbia, Canada

Hours

37.5

Line of Business

TD Wealth

Pay Details

$60,000 - $70,000 CAD. This role is eligible for commission-based earnings.

Responsibilities

• Identify 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, use 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 of best practices and procedures and stay ahead of emerging trends
• Acquire and apply expertise; provid...