Associate Planner (Future opportunity) - Ontario South West
Description
The Associate Planner role at TD Bank is a future opportunity for a Financial Planner focused on empowering mass affluent clients through comprehensive financial planning. This individual will build strong client relationships, offer expert advice, and contribute to business growth. Key responsibilities include conducting in-depth financial reviews, leveraging data for recommendations, collaborating with teams to enhance client experience, monitoring productivity for continuous improvement, staying current with industry trends, mentoring colleagues, and upholding risk management standards.
What We're Looking For
Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections.,Leverage data-driven insights to analyze results, develop recommendations, and evaluate financial programs.,Collaborate with the team to achieve shared objectives and enhance client experience.,Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives.,Stay informed on industry best practices and emerging trends.,Mentor and guide colleagues, fostering a collaborative and supportive environment.,Uphold a strong culture of risk management and control.,Engage as a valued team member and contribute to a positive, service-oriented workplace.,Willingness to obtain Registered Representative (RR) licensing with CIRO, if not currently licensed.,Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
Ideal Candidate
Bachelor’s degree preferred,3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred),Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO),Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role,CFP Eligibility requirements: University Degree OR up to 10 years of qualifying work experience OR a QAFP professional in good standing for a minimum of 5 years
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to obtain Registered Representative (RR) licensing with CIRO. Requires commitment to achieving Certified Financial Planner (CFP) designation within three years.
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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