Associate Planner

TD Ameritrade

London, Ontario, Canada
Base: $60,000 - $70,000 cad; variable: commission ...
Bachelor's degree preferred
3-5 years banking services experience
Client relationship management skills
This role focuses on empowering mass affluent clients through holistic financial planning and advice

Job Summary

  • This role focuses on empowering mass affluent clients through holistic financial planning and advice.
  • The position requires partnering with clients to understand their life objectives and conducting in-depth financial reviews.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.

Matching Summary

This role focuses on empowering mass affluent clients through holistic financial planning and advice.

Salary

Base: $60,000 - $70,000 CAD; Variable: Commission based earnings eligible; Benefits: Health, savings, retirement, paid time off

Skills & Requirements

Must-have

  • Bachelor's degree preferred
  • 3-5 years banking services experience
  • Client relationship management skills

Nice-to-have

  • Entrepreneurial mindset
  • Business development experience
  • Mentoring and guiding colleagues

Key Requirements

  • Willingness to obtain CIRO Registered Representative licensing
  • Commitment to achieving CFP designation within three years
  • University degree or equivalent qualifying work experience

Work Rights

Not specified

Tailored Resume

Cover Letter