Work Location: Markham, Ontario, CanadaHours: 37.5Pay Details: $59,500 - $84,000 CADKey AccountabilitiesBuild and strengthen existing TD Wealth Financial Planning relationships by delivering sound financial advice focused on retirement and investment planningDevelop and execute a sales plan to onboard existing TDCT customers, deepen relationships, and drive client profitability and retentionIdentify client goals and potential barriers; recommend tailored solutions and provide ongoing advice through investment strategies, including third-party mutual funds and account managementIdentify and execute on opportunities to acquire and grow external assets through proactive outreach and planning conversationsDeliver advice and conduct financial planning conversations via phone and digital platforms (e.G., screen sharing technology)Maintain and enhance long‑term client relationships through regular reviews, updates to financial plans, and implementation of evolving investment strategiesContribute to team and department objectives (including LEI goals) by modelling strong client‑centric behaviours and enhancing customer loyaltyIdentify opportunities to refer clients to TD partners (Retail and Wealth Management) to support a One TD approachEnsure all activities comply with regulatory requirements,



industry standards, and internal policiesQualifications & RequirementsBachelor’s degree preferred3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)Required to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) within 6 months of start date, if not currently licensedCommitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the roleCFP Eligibility requirements – University Degree OR meet one of the following: 7 to 10 years of qualifying work experience, or have been a QAFP professional in positive standing for a minimum of 5 years at the time of applyingCore CompetenciesClient‑focused with a passion for helping individuals achieve financial goalsStrong relationship‑building skills with both internal partners and external clientsHigh level of curiosity, resourcefulness, and adaptabilityResults‑oriented with a strong drive to grow business and improve client outcomesExcellent communication skills, with the ability to simplify complex financial concepts#J-18808-Ljbffr

📌 Associate Planner, Direct (Markham) - C$59,500 - C$84,000 A Year (Winnipeg)
🏢 TD Wealth Financial Planning
📍 Winnipeg