Wealth Associate Planner

Position: TD Wealth Associate Planner Opportunity
Become a Financial Planner at TD Wealth in Bowmanville, Ontario, and focus on helping clients achieve their financial aspirations. This full-time role combines advisory services with analytical insights.

As a Financial Planner, you’ll engage with clients to discover and understand their financial objectives while providing ongoing support. Collaborating with a multidisciplinary team will be key to achieving shared goals and continuously improving client service. You are expected to stay knowledgeable about financial trends and mentor team members, contributing to a culture of excellence and risk management.

Key Responsibilities:

• Understand client financial goals through in-depth reviews

• Analyze results and recommend effective financial strategies

• Collaborate to enhance the client experience

• Monitor service delivery for productivity improvements

• Share insights on industry best practices

Requirements:

• Bachelor’s degree preferred

• 3–5 years of client relationship management experience

• Must obtain RR licensing

• Pursuit of CFP designation is expected

• Strong problem-solving and interpersonal skills

Drive client success and mentorship at TD Wealth in your new role.
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