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 strong background in banking services, ideally 3–5 years, and a desire to pursue qualified 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.
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📌 Toronto Financial Planning Associate
🏢 TD
📍 Toronto