Associate Planner, Direct

About the role

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. 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, sav

Additional Information

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $59,500 - $84,000 CAD 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 recruiter who can provide you more specific details for this role. Job Description: Join Our Team as an Associate Planner, Direct 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 Associate Planner, Direct 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 through phone and digital channels. Your responsibilities will include: Key Accountabilities Build and strengthen existing TD Wealth Financial Planning relationships by delivering sound financial advice focused on retirement and investment planning Develop and execute a sales plan to onboard existing TDCT customers, deepen relationships, and drive client profitability and retention Identify client goals and potential barriers; recommend tailored solutions and provide ongoing advice through investment strategies, including third-party mutual funds and account management Identify and execute on opportunities to acquire and grown external assets through proactive outreach and planning conversations Deliver advice and conduct financial planning conversations via phone and digital platforms (e.g., screen sharing technology) Maintain and enhance long-term client relationships through regular reviews, updates to financial plans, and implementation of evolving investment strategies Contribute to team and department objectives (including LEI goals) by modelling strong client-centric behaviours and enhancing customer loyalty Identify opportunities to refer clients to TD partners (Retail and Wealth Management) to support a One TD approach Ensure all activities comply with regulatory requirements, industry standards, and internal policies Qualifications & Requirements 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) Required to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) within 120 days of start date, 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: 7 to 10 years of qualifying work experience, OR have been a QAFP professional in good standing for a minimum of 5 years at the time of applying Core Competencies Client-focused with a passion for helping individuals achieve financial goals Strong relationship-building skills with both internal partners and external clients High level of curiosity, resourcefulness, and adaptability Results-oriented with a strong drive to grow business and improve client outcomes Excellent communication skills, with the ability to simplify complex financial concepts

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