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Associate Planner - Kemptville at TD Bank - ApplyBlast

Associate Planner - Kemptville

TD Bank

17 days ago

Prescott, Ontario, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

The Associate Planner role at TD Wealth involves building and growing a client portfolio by delivering holistic financial planning advice and proactive business development. The position requires engaging with clients to understand their goals, leveraging data and technology for informed advice, and maintaining a strong community presence. Success in this role demands relationship-building skills, a passion for investments, and a commitment to professional licensing and designations.

Responsibilities

Build and grow client portfolio through proactive business development
Deliver holistic financial planning advice to clients
Acquire new clients through strategic outreach and community engagement

Skills

Qualifications

Bachelor's degreeCanadian Investment Regulatory Exam (CIRE)Registered RepresentativeCertified Financial Planner (CFP)

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).