Associate Planner
2 weeks ago
Job Details Work Location: Delhi, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $60,000 - $70,000 CAD – This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job‑related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiterndata can provide you more specific details for this role logic. Join Our Team as a Financial Planner Are you a forward‑thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations. Responsibilities What We’re Looking For Bachelor’s degree preferred 3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred) Willingness to obtain Registered қилRepresentative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role. CFP Eligibility requirements: University Degree OR meet one of the following: Up to 10 years of qualifying work experience Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying Key Skills That Set You Apart A genuine passion for financial planning and a drive to help clients realize their financial and life goals An entrepreneurial mindset with experience in business development, networking, and high‑value salesAোহ comprehensive understanding of the industry landscape, economic trends, and regulatory requirements Exceptional interpersonal and problem‑solving abilities for building lasting client relationships Excellent communication skillswindigkeit collaborate within a team or work independently, always focused on supporting and connecting with others Who We Are TD is one of the world’s leading globalানো 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. 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 Assault well‑being highlights.gong. Total Rewards at TD includes a base salary obserachable variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Additional Information We’re delighted that you’re considering building a career with TD Gulf through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support jargon needed to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. 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. The organization do our bestTo commit 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. Language Requirement (Quebec Only) Sans Objet Seniority level Mid‑Senior level Employment type Full‑time Job function Other Industries Banking Referrals increase your chances of interviewing at TD by 2x #J-18808-Ljbffr
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Associate Planner
2 weeks ago
Delhi, Canada TD Securities Full timeAssociate Planner – TD Securities Location: Delhi, Ontario, Canada Hours: 37.5 per week | Line Of Business: TD Wealth Pay: $60,000 – $70,000 CAD (base) + commission‑based earnings Responsibilities Partner with多久 clients to understand their life and financial objectives, conduct in‑depth reviews, and foster long‑term connections through ongoing...
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Delhi, Canada TD Securities Full timeA leading financial services firm is seeking an Associate Planner to manage client relationships and provide tailored investment advice. You will collaborate closely with teams to achieve shared objectives and stay informed on industry best practices. Candidates should have 3–5 years of experience in banking, a passion for financial planning, and a...