Associate Planner, Direct

## Planificateur adjoint, Direct Postulerremote type:
Hybridelocations:
Toronto, Ontario time type:
Temps pleinposted on:
Publié aujourd'huitime left to apply:
Date de fin : 3 juillet 2026 (Il reste 10 jours pour postuler) job requisition :
R _1492551
** Lieu de travail :
** Toronto, Ontario, Canada
** Horaire :
** 37.5
** Secteur d’activité :
** Gestion de patrimoine TD
** Détails de la rémunération :**$59,500 - $84,000 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions.

Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise.
En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.
** Description du poste :
**** Join Our Team as an Associate Planner, Direct
** Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Associate Planner, Direct role and help clients realize their goals and  this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth through phone and digital channels.

Your responsibilities will include:
** Key Accountabilities
*** Build and strengthen existing TD Wealth Financial Planning relationships by delivering sound financial advice focused on retirement and investment planning
* Develop and execute a sales plan to onboard existing TDCT customers, deepen relationships, and drive client profitability and retention
* Identify client goals and potential barriers; recommend tailored solutions and provide ongoing advice through investment strategies, including third-party mutual funds and account management
* Identify and execute on opportunities to acquire and grown external assets through proactive outreach and planning conversations
* Deliver advice and conduct financial planning conversations via phone and digital platforms (e.g., screen sharing technology)
* Maintain and enhance long-term client relationships through regular reviews, updates to financial plans, and implementation of evolving investment strategies
* Contribute to team and department objectives (including LEI goals) by modelling strong client-centric behaviours and enhancing customer loyalty
* Identify opportunities to refer clients to TD partners (Retail and Wealth Management) to support a One TD approach
* Ensure all activities comply with regulatory requirements, industry standards, and internal policies
** Qualifications & Requirements
*** 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)
* Required to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) within 120 days of start date, if not currently licensed
* Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
* CFP Eligibility requirements - University Degree OR meet one of the following:
* 7 to 10 years of qualifying work experience, OR have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
***** Core Competencies
*** Client-focused with a passion for helping individuals achieve financial goals
* Strong relationship-building skills with both internal partners and external clients
* High level of curiosity, resourcefulness, and…