Associate Financial Planner Position

Empower clients through strategic financial planning as an Associate Financial Planner. Partner with mass affluent individuals to help them achieve their financial ambitions at TD.
TD is seeking an Associate Financial Planner to provide exceptional financial planning services. Your role will include collaborating with clients to understand their objectives and leveraging data insights for effective investment strategies. You will join a dedicated team committed to excellence in client service and continuous improvement initiatives.
Key Responsibilities:
• Partner with clients for personalized financial reviews
• Analyze financial data to enhance client planning
• Collaborate with team for shared service objectives
• Drive improvements in productivity and client services
• Mentor colleagues while fostering teamwork
Requirements:
• Bachelor’s degree preferred
• 3–5 years of client relationship experience in banking
• Need to obtain RR licensing with CIRO<...