Wealth Planning Associate

Become a central player in wealth management at TD Wealth in Saskatoon, Saskatchewan as a Wealth Planning Associate. This position is key in providing exceptional relationship management and financial planning support.

In this role, you will assist Investment Advisors in delivering customized advice and solutions to high-value clients. Your strong communication skills and financial expertise will help improve client retention and loyalty through effective management of client interactions and integrated financial strategies.

Key Responsibilities:

• Support Investment Advisors with specialized business and advisory services

• Develop customized financial solutions based on client needs

• Foster relationships with clients and bank referral personnel

• Participate in client meetings and organize educational seminars

• Ensure adherence to risk management protocols and internal policies

Requirements:

• Preferred undergraduate degree or relevant college diploma

• Required licensing as a Registered Representative with CIRO

• 1–2 years of related experience, ideally in banking or finance

• Excellent communication and collaborative skills

• Familiarity with wealth management principles is a plus

Shape the future of wealth planning by enhancing client satisfaction and loyalty.
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