Associate Planner
TD Bank Group(1 month ago)
Delhi, OntarioOnsiteFull TimeMedior$44,400 - $51,800TD Wealth
Apply NowAbout this role
A Financial Planner at TD Wealth provides holistic financial planning and advice to mass-affluent clients, helping them define and achieve their financial goals. The role centers on building long-term client relationships and contributing to business growth within TD’s wealth management line of business.
Required Skills
- Financial Planning
- Business Development
- Client Relationships
- Investment Advice
- Communication
- Risk Management
- Mentoring
- Data Analysis
- Regulatory Compliance
- Networking
Qualifications
- Bachelor's Degree (preferred)
- Registered Representative (RR) - CIRO (to be obtained)
- Certified Financial Planner (CFP) - expected within 3 years
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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