Associate Planner

Description :Join Our Team as a Financial PlannerAre 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.In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your responsibilities will include:Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidanceLeveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practicesCollaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellenceMonitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiativesStaying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planningSharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environmentUpholding a strong culture of risk management and control, aligned with the organization’s risk appetiteEngaging fully as a valued team member and contributing to a positive, service-oriented workplaceWhat We’re Looking ForBachelor’s degree preferred3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensedCommitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role. University Degree OR meet one of the following:Up to 10 years of qualifying work experience ORHave been a QAFP professional in good standing for a minimum of 5 years at the time of applyingKey Skills That Set You ApartA genuine passion for financial planning and a drive to help clients realize their financial and life goalsAn entrepreneurial mindset with experience in business development, networking, and high-value salesA comprehensive understanding of the industry landscape, economic trends, and regulatory requirementsExceptional interpersonal and problem-solving abilities for building lasting client relationshipsExcellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with othersIf you’re ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.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 PackageOur 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. 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 & OnboardingWe 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 youLanguage Requirement (Quebec only):Sans Objet