Embark on a career as a Financial Planning Associate with TD Wealth in Toronto, where you empower clients through exceptional financial services. You'll play a pivotal role in relationship management and business growth. As a Financial Planning Associate, you will build a solid client base and guide them through their financial strategies. Candidates are expected to have a robust background in banking services, ideally 3–5 years, and a desire to pursue professional financial certifications.

Your role is crucial for delivering personalized advice and fostering client trust. Key Responsibilities:

- Guide clients through understanding financial objectives
- Conduct detailed financial reviews to inform decisions
- Collaborate with team members to enhance overall service
- Identify opportunities for operational improvements
- Stay informed on industry knowledge and trends Requirements:
- Preferred Bachelor’s degree
- Experience in creating and managing client relationships
- Open to obtaining RR licensing with CIRO
- Commitment to achieving CFP designation within three years
- Excellent communication and analytical skills Bring your passion for financial planning to TD Wealth and make a difference in clients' lives every day.

📌 Toronto Financial Planning Associate
🏢 TD
📍 Toronto