Planificateur adjoint, Direct

Location

Toronto, Ontario, Canada

37.5 hours per week

$59,500 - $84,000 CAD

Join our team as an Associate Planner, Direct. This role focuses on building and maintaining strong client relationships and delivering expert financial advice through phone and digital channels.

• 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.
• Acquire and grow external assets through proactive outreach and planning conversations.
• Conduct financial planning conversations via phone and digital platforms (e.g., screen sharing).
• 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.
• 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.

• 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).
• Must obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) within 120 days of start date if not already licensed.
• Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years on the role.
• CFP eligibility may be satisfied with a university degree, or alternatively 7 to 10 years of qualifying work experience, or 5 years of QAFP professional standing at the time of application.

• 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 adaptability.
• Results‑oriented with a drive to grow business and improve client outcomes.
• Excellent communication skills, with the ability to simplify complex financial concepts.