Current jobs related to Associate Planner - London - The Toronto-Dominion Bank (Canada)

  • Associate Planner

    5 months ago

    London, Canada TD Bank Full time

    **Work Location**: London, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **CUSTOMER** - **Identify client life and financial goals, potential barriers, provide recommendations, and ongoing **relationship/portfolio **management**: - **Identify opportunities to refer clients to Partners (Wealth, Retail)**: - **Provide...

  • Cell Planner

    2 months ago

    London, Canada Trojan Technologies Full time

    **Are you.** - Interested in working for an international and diverse company? - Interested in working for a company that is dedicated to sustainability? - Looking for a friendly and supporting team? **If so, read on!** Protecting water, the most valuable resource, and driving sustainability is very close to our hearts. You will be part of a flexible,...

  • Total Wealth Planning Associate

    4 months ago

    London, Canada Scotiabank Full time

    Requisition ID: 180560 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other members...

  • Wealth Planner

    3 weeks ago

    London, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryThe role of a Wealth Planner provides bespoke financial advice to successful executives, entrepreneurs, business owners and their families. Working in partnership with internal stakeholders and our clients, we focus on understanding and clarifying goals and building a financial plan to preserve the assets they have saved during their lifetimes,...

  • Wealth Planner

    3 weeks ago

    London, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryThe role of a Wealth Planner provides bespoke financial advice to successful executives, entrepreneurs, business owners and their families. Working in partnership with internal stakeholders and our clients, we focus on understanding and clarifying goals and building a financial plan to preserve the assets they have saved during their lifetimes,...

  • Amps Planner

    4 months ago

    London, Canada Trojan Technologies Full time

    Every person is unique, but we all have something in common: the need for safe, clean water. And it’s only by bringing together people with diverse ideas, perspectives, and backgrounds that we can solve the complex water problems of our changing world. At Trojan Technologies, we believe success for all comes from the contributions of every single one of...

  • Child Care Dietary Planner University

    5 months ago

    London, Canada YMCA of Southwestern Ontario Full time

    Join the YMCA Child Care Team! Be the Spark! Join our professional and passionate team of early childhood educators and be the spark that ignites the potential in others. YMCA of Southwestern Ontario is one of the largest not-for-profit providers of licensed child care in Canada and we have been making a positive difference in the communities we serve by...

  • Child Care Dietary Planner Windy Woods

    5 months ago

    London, Canada YMCA of Southwestern Ontario Full time

    Join the YMCA Child Care Team! Be the Spark! Join our professional and passionate team of early childhood educators and be the spark that ignites the potential in others. YMCA of Southwestern Ontario is one of the largest not-for-profit providers of licensed child care in Canada and we have been making a positive difference in the communities we serve by...

  • Investment Advisor Associate

    3 weeks ago

    London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and dedicated Associate Investment Advisor to join our team. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors and clients by providing exceptional investment advice and planning support.Key ResponsibilitiesManage client relationships and provide high-quality...

  • Investment Advisor Associate

    3 weeks ago

    London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and dedicated Associate Investment Advisor to join our team. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors and clients by providing exceptional investment advice and planning support.Key ResponsibilitiesManage client relationships and provide high-quality...

  • Investment Specialist Associate

    5 months ago

    London, Canada Scotiabank Full time

    Requisition ID: 189571 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Specialist Associate** As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity...

  • Investment Advisor Associate

    3 weeks ago

    London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and dedicated Associate Investment Advisor to join our team at The Toronto-Dominion Bank (Canada). As an Associate Investment Advisor, you will play a critical role in supporting our Investment Advisors and clients by providing exceptional investment advice and planning support.Key ResponsibilitiesManage client...

  • Investment Advisor Associate

    3 weeks ago

    London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and dedicated Associate Investment Advisor to join our team at The Toronto-Dominion Bank (Canada). As an Associate Investment Advisor, you will play a critical role in supporting our Investment Advisors and clients by providing exceptional investment advice and planning support.Key ResponsibilitiesManage client...

  • Investment Advisor Associate

    3 weeks ago

    London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and dedicated Associate Investment Advisor to join our team. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors and clients by providing exceptional investment advice and planning support.Key ResponsibilitiesManage client relationships and provide high-quality...

  • Investment Advisor Associate

    4 weeks ago

    London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and dedicated Associate Investment Advisor to join our team. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors and clients by providing exceptional investment advice and planning support.Key ResponsibilitiesManage client relationships and provide high-quality...

  • Investment Advisor Associate

    4 weeks ago

    London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and dedicated Associate Investment Advisor to join our team. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors and clients by providing exceptional investment advice and planning support.Key ResponsibilitiesManage client relationships and provide high-quality...

  • Investment Advisor Associate

    3 weeks ago

    London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and dedicated Associate Investment Advisor to join our team. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors and clients by providing exceptional investment advice and planning support.Key ResponsibilitiesManage client relationships and provide high-quality...

  • Stock Associate- Masonville

    5 months ago

    London, Canada Staples Canada Full time

    : 1252277 **Who we are** As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. We look for people who are curious, approachable and passionate, and who enjoy finding solutions. If...

  • Investment Advisor Associate

    4 weeks ago

    London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and dedicated Associate Investment Advisor to join our team at The Toronto-Dominion Bank (Canada). As an Associate Investment Advisor, you will play a critical role in supporting our Investment Advisors and clients by providing exceptional investment advice and planning support.Key ResponsibilitiesManage client...

  • Investment Advisor Associate

    4 weeks ago

    London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and dedicated Associate Investment Advisor to join our team at The Toronto-Dominion Bank (Canada). As an Associate Investment Advisor, you will play a critical role in supporting our Investment Advisors and clients by providing exceptional investment advice and planning support.Key ResponsibilitiesManage client...

Associate Planner

4 months ago

London, Canada The Toronto-Dominion Bank (Canada) Full time

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

CUSTOMER

  • Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship/portfolio management
  • Identify opportunities to refer clients to Partners (Wealth, Retail)
  • Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.

SHAREHOLDER

  • Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
  • Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area
  • Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk activities as necessary
  • Conduct internal and external research projects; support the development / delivery of presentations / communications to management or broader audience
  • Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
  • Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
  • Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others
  • Identify, recommend and effectively execute standard practices applicable to the discipline
  • Adhere to internal policies/procedures and applicable regulatory guidelines
  • Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
  • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

EMPLOYEE / TEAM

  • Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
  • Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
  • Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
  • Participate in personal performance management and development activities, including cross training within own team
  • Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
  • Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
  • Contribute to a fair, positive and equitable environment that supports a diverse workforce
  • Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH

  • Experienced professional with a focus on providing business development, relationship management and / or sales advice within their own area of specialty
  • Requires an in-depth understanding of products/services and key competitors
  • Identifies referral opportunities across business lines and segments
  • Understands the business and technical principles that underpin the design and delivery of the products and services provided
  • Possesses a solid understanding of the business, the competitive landscape and economic/market issues
  • May serve as a product or customer segment knowledge resource
  • Coordinates the identification, pursuit or management of accounts/opportunities with others while taking a primary role in managing the relationship
  • Solves moderately complex problems by taking a new perspective on existing product and service solutions
  • Exercises judgement in planning and developing customized account management processes; focuses on customizing advice and solutions
  • Impacts a range of sales achievement (P&L) of their own team and related teams
  • Puts solutions in context when presenting complex alternatives and framing advice
  • Work performed under minimal management guidance and supervision
  • Identify and leads customer problem resolution
  • Generally reports to a Senior / Manager or above

EXPERIENCE & EDUCATION

  • University Degree and/or 3-5 years industry experience
  • Canadian Securities Course (CSC) required
  • IIROC license preferred (required within first 90 days in role)
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • Achieve Certified Financial Planner designation within first 3 years in role

#LI-Wealth

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
 

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process 
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you

Our Values
At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific

#J-18808-Ljbffr