Financial Planning Associate at TD

Shape client financial futures as a Financial Planning Associate with TD Wealth in London, Ontario. Provide tailored financial advice and foster lasting client relationships.

In this essential role, you will engage with clients, focusing on holistic financial plans to meet their life goals. Your commitment to excellence will involve analyzing financial programs and collaborating with your team to achieve shared objectives. Stay informed on industry trends to support informed decision-making while mentoring colleagues to enhance workplace culture.

Key Responsibilities:

• Partner with clients for financial goal assessments

• Deliver tailored advice and support throughout their journey

• Evaluate financial practices for effectiveness and improvement

• Enhance client experience through collaborative teamwork

• Maintain a high standard of risk management

Requirements:

• Bachelor’s degree preferred

• 3–5 years of relevant banking service experience

• Interested in obtaining Registered Representative licensing

• Targeting CFP designation achievement

• Excellent interpersonal and communication abilities

Join TD Wealth as a Financial Planning Associate, making a measurable impact in clients' financial success in London.
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