TD Bank is seeking an Associate Planner in Sudbury, Ontario, to support mass affluent clients with holistic financial planning. The role involves building client relationships, providing tailored investment advice, and collaborating with a team to enhance service delivery
Job Summary
Partner with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance.
Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite.
Matching Summary
Match Score: 75
TD Bank is seeking an Associate Planner in Sudbury, Ontario, to support mass affluent clients with holistic financial planning. The role involves building client relationships, providing tailored investment advice, and collaborating with a team to enhance service delivery.
Salary
Base: $60,000 - $70,000 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified
Skills & Requirements
Must-have
Holistic financial planning
Client relationship management
Business growth
Risk management
Service excellence
Nice-to-have
Entrepreneurial mindset
Industry best practices
Positive workplace contribution
Key Requirements
3-5 years of experience in banking services
Willingness to obtain Registered Representative (RR) licensing
Commitment to achieving CFP designation within three years