Associate Planner (Future opportunity) - Ottawa 401 Corridor (O4C)
TD Bank Group(1 month ago)
About this role
A Financial Planner at TD Wealth provides holistic financial advice to mass affluent clients, helping them define and achieve their financial and life goals. The role focuses on building long-term client relationships, driving business growth through tailored investment guidance, and contributing to a high-quality client experience. The position is based in Brockville, Ontario and is part of TD’s wealth management line of business.
Required Skills
- Financial Planning
- Client Relationships
- Business Development
- Investment Advice
- Financial Analysis
- Mentoring
- Risk Management
- Compliance
Qualifications
- Bachelor’s Degree
- CIRO Registered Representative (RR)
- Certified Financial Planner (CFP) (to be obtained)
- QAFP
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
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