Associate Planner (future Opportunity) - Ottawa 401 Corridor (o4c)

TD

Brockville, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: commiss...
Client relationship management
Financial program analysis
Business development and networking
Join a leading global financial institution committed to enriching the lives of customers, communities, and colleagues through innovative banking solutions

Job Summary

  • Join a leading global financial institution committed to enriching the lives of customers, communities, and colleagues through innovative banking solutions.
  • This role focuses on empowering clients through holistic financial planning, fostering long-term relationships, and supporting business growth within a collaborative team environment.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, career development, and a supportive workplace culture.

Matching Summary

Join a leading global financial institution committed to enriching the lives of customers, communities, and colleagues through innovative banking solutions.

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
  • Business development and networking
  • Risk management and control
  • Data-driven financial recommendations

Nice-to-have

  • Passion for financial planning
  • Mentoring and team collaboration
  • Strong communication skills
  • Entrepreneurial mindset
  • Knowledge of economic trends

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter