Associate Planner
6 days ago
Associate Planner – KitchenerWork Location: Kitchener, Ontario, CanadaHours: 37.5 per weekLine Of Business: TD WealthPay: $60,000 – $70,000 CAD per year (base salary + commission based earnings)ResponsibilitiesPartner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support and guidance.Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.Collaborate with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence.Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives.Stay informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning.Share your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment.Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite.Engage fully as a valued team member and contribute to a positive, service-oriented workplace.QualificationsBachelor’s degree preferred.3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice.Willingness to obtain Registered Representative (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: University degree OR up to 10 years of qualifying work experience OR QAFP professional in good standing for five years.Key SkillsPassion for financial planning and dedication to helping clients realize their financial and life goals.Entrepreneurial mindset with experience in business development, networking, and high-value sales.Comprehensive understanding of the industry landscape, economic trends, and regulatory requirements.Exceptional interpersonal and problem-solving abilities for building lasting client relationships.Excellent communication skills, with flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others.Who We AreTD is one of the world’s leading global financial institutions and 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.BenefitsBase salary, 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.ApplicationWe look forward to hearing from you #J-18808-Ljbffr
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Kitchener, Canada TD Securities Full timeA leading financial institution located in Kitchener is seeking an Associate Planner to partner with clients on their financial objectives and guide them through in-depth financial reviews. The ideal candidate has 3-5 years of banking experience and is committed to obtaining their Certified Financial Planner designation. This role involves leveraging data...
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Environmental Planner
1 week ago
Kitchener, Canada Dillon Consulting Limited Full timeOverview: Are you an experienced **Environmental Planner** and skillful at balancing environmental protection with engineering requirements? Do you thrive completing impact assessments with a skilled multi-disciplinary team of environmental specialists and engineers? Then we have the team for you! **Your Opportunity** We are looking for an individual...
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Associate Planner
1 week ago
Kitchener, Canada TD Full time2 days ago | Be among the first 25 applicants Work Location: Kitchener, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $60,000 - $70,000 CAD (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...
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Associate Planner
1 week ago
Kitchener, Ontario, Canada TD Full timeWork Location:Kitchener, Ontario, CanadaHours37.5Line Of BusinessTD WealthPay Details$60,000 - $70,000 CADThis 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...
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System Planner
7 days ago
Kitchener, Canada Rogers Communications Full timeOur Digital & Technology team wakes up every day with one goal in mind - to connect Canadians to the people and things that matter most. Collectively, we’re proud to support 30 million Canadians each month. We manage a robust portfolio that champions the leading edge of technology and media. We drive projects that expand connectivity to underserved...
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System Planners
7 days ago
Kitchener, Canada Rogers Communications Full timeOur Digital & Technology team wakes up every day with one goal in mind - to connect Canadians to the people and things that matter most. Collectively, we’re proud to support 30 million Canadians each month. We manage a robust portfolio that champions the leading edge of technology and media. We drive projects that expand connectivity to underserved...
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Load Planner
2 weeks ago
Kitchener, Canada Penske Truck Leasing and Logistics Full time***: Penske Logistics is looking for a Load Planner at our location to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and functions...
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Associate Planner
1 week ago
Kitchener, Canada TD Full timeWork Location Kitchener, 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....
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Environmental Planner
3 weeks ago
Kitchener, Canada Dillon Consulting Full timeAre you an experienced Environmental Planner and skillful at balancing environmental protection with engineering requirements? Do you thrive completing impact assessments with a skilled multi-disciplinary team of environmental specialists and engineers? Then we have the team for you!We are looking for an individual with at least 3 years of experience, who is...
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Associate
1 week ago
Kitchener, Ontario, Canada Richardson Wealth Full timeAbout UsAs a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our...
