Financial Planner $110,000 jobs in Burnaby, BC

Work Location:

Vancouver, British Columbia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$96,900 - $136,800 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of March 31 2026,, TDAM and its affiliates manage over $510 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

TDAM's Advisor Distribution division is responsible for managing client relations and promoting a range of mutual funds, ETFs and SMAs through a sales and service team of over 100 people.

Job Description

Reporting to the Director, Internal Distribution, the Vice President, Relationship Manager is responsible for managing relationships and selling TD Asset Management strategies within a TD Private Wealth Management territory.

Key Accountabilities

• Responsible for growing and managing an assigned territory of TD Private Investment Counsel and Private Investment Advice advisors and portfolio managers
• Leads and mentors territory Relationship Managers and Business Development Managers
• Becomes an indispensable business partner by providing industry intelligence, business strategy and sound investment counsel
• Drafts and implements a comprehensive business plan
• Creates a segmentation model to ensure excellent customer service
• Develops new business and increases share of wallet within the region
• Works collaboratively with internal partners to maximize distribution effectiveness and provide a seamless client experience
• Becomes a highly specialized resource on TD platforms, products and processes
• Plans and executes sales activities to attract, retain and acquire clients
• Meets activity targets
• Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
Upholds corporate and industry sales practices, assesses and manages opportunities for co-op marketing from both a business and National Instrument 81-105 perspective taking ownership over the co-op process from start to finish through written communication with Investment Advisors.

Skills & Experience Required

• University Degree
• Preference given to industry accreditations (CFA, CIM, CFP, FCSI)
• 7+ years of industry sales experience
• In-depth knowledge of both asset management and wealth management industry
• Effective presentation and communication skills
• Strong interest in capital markets
• Excels in a sales environment
• Travel Required

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet