Associate Planner (Future opportunity) - Ontario South West
TD Bank Group(1 month ago)
Sudbury, OntarioOnsiteFull TimeMedior$44,400 - $51,800TD Wealth
Apply NowAbout this role
A Financial Planner at TD Wealth based in Sudbury, Ontario focused on supporting mass-affluent clients through holistic financial advice and long-term relationship management. The role sits within TD’s wealth line of business and emphasizes professional development and progression through licensing and credentialing.
Required Skills
- Financial Planning
- Client Relationships
- Business Development
- Investment Advice
- Risk Management
- Data Analysis
- Mentoring
- Communication
- Regulatory Compliance
- Sales
Qualifications
- Bachelor's Degree
- Registered Representative (CIRO)
- Certified Financial Planner (CFP)
- QAFP
About TD Bank Group
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