Base: $0 - $0 cad; variable: commission based earn...
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Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
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TD Ameritrade is seeking an Associate Planner in Orillia, Ontario, to assist clients in achieving their financial goals through comprehensive financial planning and relationship management. The ideal candidate should have experience in the financial services industry, strong communication skills, and a passion for helping clients. This role offers competitive compensation, growth opportunities, and a supportive work environment.
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Job Summary
The role focuses on providing sophisticated and holistic wealth planning to help clients meet their financial goals.
TD Wealth offers a legendary customer experience supported by award-winning, high-performing teams.
Employees are eligible for commission-based earnings and have access to comprehensive career development and training programs.
Matching Summary
Match Score: 75
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TD Ameritrade is seeking an Associate Planner in Orillia, Ontario, to assist clients in achieving their financial goals through comprehensive financial planning and relationship management. The ideal candidate should have experience in the financial services industry, strong communication skills, and a passion for helping clients. This role offers competitive compensation, growth opportunities, and a supportive work environment.
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Salary
Base: $0 - $0 CAD; Variable: Commission based earnings; Benefits: Total Rewards package including health, savings, and retirement
Skills & Requirements
Must-have
Comprehensive financial planning expertise
Client relationship management skills
Business development and networking
Risk management and control culture
Nice-to-have
Entrepreneurial spirit for sales
Mentorship and team collaboration
Passion for helping clients achieve goals
Key Requirements
University Degree preferred
3-5 years financial services experience
Canadian Securities Course or CFA Level 1 required
CIRO Registered Representative license within 90 days
Achieve Certified Financial Planner designation within 3 years