Associate Planner (future Opportunity) - Ontario South West

TD Bank

Sudbury, Ontario, Canada
Base: $60,000 - $70,000 cad; bonus/equity: eligibl...
Bachelor's degree preferred
3-5 years banking experience
Client relationship management
This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals

Job Summary

  • This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals.
  • The position requires partnering with clients to understand life objectives, conducting in-depth reviews, and fostering long-term connections.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

This role focuses on empowering mass affluent clients through holistic financial planning and advice to help them realize their goals.

Salary

Base: $60,000 - $70,000 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Health, well-being, savings, retirement programs included

Skills & Requirements

Must-have

  • Bachelor's degree preferred
  • 3-5 years banking experience
  • Client relationship management
  • Investment advice delivery

Nice-to-have

  • Entrepreneurial mindset
  • Business development skills
  • Mentoring colleagues
  • Risk management culture

Key Requirements

  • Willingness to obtain RR licensing with CIRO
  • Commitment to CFP designation within three years
  • University Degree or qualifying work experience for CFP eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter