Become an Associate Planner at TD Wealth in Markham, Ontario, focusing on holistic financial strategies for mass affluent clients. Empower clients with tailored investment and retirement advice through cutting-edge digital platforms.

In this dynamic role, you will cultivate relationships and deliver financial planning that meets client aspirations. The Associate Planner will execute sales strategies to enhance client retention and profitability, while maintaining compliance with regulatory standards. Engage clients through proactive outreach and personalized financial planning.

Key Responsibilities:
• Strengthen TD Wealth client relationships with sound financial advice
• Develop sales plans to onboard existing customers
• Identify client goals and recommend tailored investment strategies




• Maintain long-term client relationships with regular financial reviews
• Conduct financial planning conversations via digital platforms

Requirements:
• Bachelor’s degree preferred
• 3–5 years in banking services with client relationship experience
• Obtain Registered Representative (RR) licensing within 120 days
• Achieve Certified Financial Planner (CFP) designation within three years
• Strong communication and adaptability skills

Support clients in achieving their financial goals as an Associate Planner at TD Wealth.
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📌 Associate Planner at TD Wealth (Ontario)
🏢 TD
📍 Ontario