Associate Planner Wealth

Position: Associate Planner Role with TD Wealth
Shape your future with TD Wealth as an Associate Planner based in Toronto, Ontario. Focus on creating impactful financial strategies that empower clients to realize their aspirations in a hybrid setting.

As part of your role, you'll establish strong client relationships through effective financial planning and investment advice. You'll be responsible for identifying client needs, addressing barriers to financial success, and implementing tailored solutions. Utilize phone and digital platforms to deliver expert guidance.

Key Responsibilities:

• Develop robust client relationships through personalized financial strategies

• Execute sales plans to onboard and retain customers

• Identify goals and propose custom investment solutions

• Conduct financial planning conversations using digital tools

• Maintain high standards of client engagement and satisfaction

Requirements:

• Preferably a Bachelor’s degree

• 3–5 years’ experience in the banking sector

• Commitment to obtaining CFP designation

• Strong relationship-building and resourcefulness

• Effective communication skills for complex financial topics

Bring your expertise and passion for client success to TD Wealth in Toronto.
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