Associate Planner (Future opportunity) - Ottawa 401 Corridor (O4C)
Description
This role at TD Wealth is for a Financial Planner who will empower mass affluent clients through holistic financial planning and advice. The individual will build strong client relationships, deliver expert advice, and drive business growth by understanding client financial objectives, conducting in-depth financial reviews, and offering ongoing support and guidance. Other responsibilities include leveraging data for recommendations, collaborating with teams, monitoring productivity, staying informed on industry trends, mentoring colleagues, and upholding risk management practices.
What We're Looking For
Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support and guidance.,Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.,Collaborate with team members to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence.,Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives.,Stay informed on industry best practices and emerging trends to remain at the forefront of financial planning.,Share expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment.,Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite.,Engage fully as a valued team member and contribute to a positive, service-oriented workplace.
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), if not currently licensed.,Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.,CFP Eligibility requirements include a University Degree OR up to 10 years of qualifying work experience OR being 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
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.,Job opportunity is subject to provincial regulation for employment purposes.
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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