Associate Planner Career Opportunity at TD

Join TD Wealth as an Associate Planner in Markham, Ontario, where your financial planning expertise drives meaningful client outcomes through strong relationships.

We're seeking a skilled professional with 3-5 years in banking services to strengthen our team. This role involves providing tailored investment advice and developing comprehensive financial plans for mass affluent clients. You'll leverage digital and phone communications to enhance client engagement and satisfaction.

Key Responsibilities:
• Deliver expert investment and retirement advice
• Strengthen client relationships through ongoing reviews
• Identify and address client goals and obstacles
• Utilize technology for effective financial planning conversations
• Collaborate with TD partners for holistic solutions

Requirements:
• Preferred Bachelor’s degree
• Experience in banking with tailored investment advice
• Capability to obtain CIRO...