Associate Planner Wealth

Position: Associate Planner Role at TD Wealth
Elevate your career at TD Wealth as an Associate Planner in Markham, Ontario. Drive financial planning for clients with a focus on investment strategies and strong relationship building.

We're looking for a motivated Associate Planner with 3-5 years of banking experience to join our Markham team. This role emphasizes delivering personalized financial advice through phone and digital channels, enhancing client relationships, and achieving business growth. Your expertise will support mass affluent clients in realizing their financial goals while adhering to industry regulations and internal policies.

Key Responsibilities:

• Deliver financial advice focused on investment and retirement planning

• Onboard existing customers and enhance client relationships

• Identify client goals and recommend tailored financial solutions

• Conduct planning conversations via digital platforms

• Collaborate with partners to support a one TD approach

Requirements:

• Bachelor’s degree preferred

• 3-5 years of banking services experience

• Ability to obtain Registered Representative licensing

• Commitment to achieving CFP designation within three years

• Strong communication and relationship-building skills

Utilize your financial expertise to empower clients and foster growth as an Associate Planner at TD Wealth.
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