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Associate Planner (Future opportunity) - Ontario South West page is loaded## Associate Planner (Future opportunity) - Ontario South Westremote type: On Sitelocations: Sudbury, Ontario: Collingwood, Ontario: Penetanguishene, Ontario: Hanover, Ontario: Midland, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: R\_ Work Location:Sudbury, Ontario, CanadaHours:37.5Line of Business:TD 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 compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

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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 a Financial PlannerIn this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth.

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Your responsibilities will include

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Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies,



and practices* Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence* Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives* Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning* Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive setting* Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite* Engaging fully as a valued team member and contributing to a positive, service-oriented workplaceWhat 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 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.

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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 applyingKey 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 sales* A 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 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.

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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 bank

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📌 Associate Planner (Future opportunity) - Ontario South West (Northeastern Ontario)
🏢 TD Bank
📍 Northeastern Ontario