Associate Planner - Orillia

TD Bank

Orillia, Ontario, Canada
Base: $0 - $0 cad; bonus/equity: commission based ...
Comprehensive financial planning
Relationship management
Business development
TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach to wealth planning and protection

Job Summary

  • TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach to wealth planning and protection.
  • The Financial Planning team focuses on helping clients set and achieve their financial goals while delivering a legendary customer experience, driving business success, new business, and client loyalty.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and benefits.

Matching Summary

TD Wealth provides highly personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach to wealth planning and protection.

Salary

Base: $0 - $0 CAD; Bonus/Equity: Commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Comprehensive financial planning
  • Relationship management
  • Business development
  • Client relationship management
  • High value sales

Nice-to-have

  • Entrepreneurial spirit
  • Problem-solving skills
  • Collaborative work environment
  • Service-oriented work environment

Key Requirements

  • 3-5 years financial services experience
  • Canadian Securities Course (CSC) or CFA Level 1
  • Conduct & Practices Handbook (CPH)
  • CIRO Registered Representative (RR) license
  • Wealth Management Essentials (WME)
  • Certified Financial Planner (CFP) designation

Work Rights

Not specified

Tailored Resume

Cover Letter