Join TD as a Financial Planning Associate and support clients in achieving their financial aspirations. Utilize data-driven insights to enhance client relationships through expert advice.
This role is perfect for those with a genuine passion for financial planning. You will work to build strong client connections while performing detailed financial reviews and collaborating with your team. Stay ahead of industry trends as you drive service excellence and promote a positive workplace culture.
Key Responsibilities:
• Support clients with personal financial reviews
• Develop actionable recommendations from data insights
• Collaborate to meet shared objectives
• Monitor service productivity for efficiency
• Mentor and guide peers within the team
Requirements:
• Bachelor’s degree preferred
• 3–5 years of experience in banking
• Willingness to secure RR licensing with CIRO
• Achieve CFP designation within three years
• Strong problem-solving and interpe...