Work Location: Toronto, Ontario, CanadaHours: 37.5Line of Business: TD WealthPay Details: $59,500 - $84,000 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD.We encourage you to ask compensation‑related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description
Join Our Team as an Associate Planner, Direct. You will focus on building strong client relationships, delivering expert advice, and driving business growth through phone and digital channels.Responsibilities
Build and strengthen existing TD Wealth Financial Planning relationships by delivering sound financial advice focused on retirement and investment planning.Develop and execute a sales plan to onboard existing TDCT customers, deepen relationships, and drive client profitability and retention.Identify client goals and potential barriers;

recommend tailored solutions and provide ongoing advice through investment strategies, including third‑party mutual funds and account management.Identify and execute on opportunities to acquire and grow external assets through proactive outreach and planning conversations.Deliver 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 strategies.Contribute to team and department objectives (including LEI goals)



by modelling robust client‑centric behaviours and enhancing customer loyalty.Identify opportunities to refer clients to TD partners (Retail and Wealth Management) to support a One TD approach.Ensure all activities comply with regulatory requirements, industry standards, and internal policies.Qualifications & Requirements
Bachelor’s degree preferred.3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred).Must obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) within 120 days of start date, if not currently licensed.Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.CFP Eligibility requirements: University degree OR 7 to 10 years of qualifying work experience, OR have been a QAFP professional in good standing for a minimum of 5 years at the time of applying.Core Competencies
Client‑focused with a passion for helping individuals achieve financial goals;

strong relationship‑building skills with both internal partners and external clients;

high level of curiosity, resourcefulness, and adaptability;

results‑oriented with astrong drive to grow business and improve client outcomes;

excellent communicationskills, with the ability to simplify complex financial concepts.Benefits
Total Rewards at TD includes a base salary, variable compensation, and several key plans such as health and well‑being benefits, savings and retirement programmes, paid time off, banking benefits and discounts, career development, and reward and recognition programmes.This job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations and requirements.

📌 Associate Planner, Direct (Winnipeg)
🏢 TD
📍 Winnipeg