Not specified (assuming hybrid or onsite due to location)
Bachelor's degree preferred
3-5 years banking experience
Client relationship management
TD Ameritrade is seeking an Associate Planner in Sudbury, Ontario, to empower clients through comprehensive financial planning. The role emphasizes relationship building, client support, and a commitment to professional development within a collaborative team environment
Job Summary
This role focuses on empowering mass affluent clients through holistic financial planning and advice.
The position involves 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, and comprehensive benefits.
Matching Summary
Match Score: 75
TD Ameritrade is seeking an Associate Planner in Sudbury, Ontario, to empower clients through comprehensive financial planning. The role emphasizes relationship building, client support, and a commitment to professional development within a collaborative team environment.