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 solid 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. #J-18808-Ljbffr
📌 Toronto Financial Planning Associate (Winnipeg)
🏢 TD
📍 Winnipeg