Financial Planner – Ontario South West

2 days ago


Greater Sudbury, Canada TD Securities Full time

A leading financial institution in Canada seeks an Associate Planner to empower clients through financial planning and advice. This role involves partnering with clients to understand their objectives, leveraging insights to develop recommendations, and enhancing client experiences. The ideal candidate must have a Bachelor's degree and 3-5 years of banking experience, with a focus on becoming a Certified Financial Planner. Competitive compensation is provided alongside skill development opportunities.
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