Associate Planner (future Opportunity) - Ontario South West

TD

Sudbury, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Client relationship management
Financial program analysis
Risk management and control
Join a team focused on empowering clients through holistic financial planning and advice to help them achieve their financial ambitions

Job Summary

  • Join a team focused on empowering clients through holistic financial planning and advice to help them achieve their financial ambitions.
  • TD offers growth opportunities, skill development, and a total rewards package including base salary, variable compensation, health benefits, and career development programs.
  • The role emphasizes building strong client relationships, leveraging data-driven insights, and fostering a positive, service-oriented workplace culture.

Matching Summary

Join a team focused on empowering clients through holistic financial planning and advice to help them achieve their financial ambitions.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Client relationship management
  • Financial program analysis
  • Risk management and control
  • Business development and networking
  • Commission based earnings eligibility

Nice-to-have

  • Mentoring and guiding colleagues
  • Continuous improvement initiatives
  • Collaboration and team commitment
  • Industry trends and regulatory knowledge
  • Entrepreneurial mindset

Key Requirements

  • Bachelor’s degree preferred
  • 3–5 years banking services experience
  • Registered Representative (RR) licensing with CIRO
  • Commitment to Certified Financial Planner (CFP) designation within 3 years
  • CFP eligibility via degree or qualifying experience

Work Rights

Not specified

Tailored Resume

Cover Letter