Job Description
Join TD Wealth in Markham, Ontario as a Financial Planning Associate. You will enhance client relationships by providing tailored retirement and investment advice through digital platforms.
This role requires a commitment to developing existing TD Wealth financial planning relationships and delivering sound investment solutions. You will identify client goals, recommend strategies, and maintain ongoing support, all while ensuring compliance with industry regulations.
Key Responsibilities:
• Strengthen TD Wealth relationships through client advice
• Develop and execute a sales plan for client onboarding
• Recommend tailored investment strategies and support
• Facilitate financial planning conversations digitally
• Maintain long-term client relationships with regular reviews
Requirements:
• Bachelor’s degree preferred
• 3-5 years in banking with client relationship experience
• Obtain Registered Representative (RR) licensing within 6 months
• Commitmen...
This role requires a commitment to developing existing TD Wealth financial planning relationships and delivering sound investment solutions. You will identify client goals, recommend strategies, and maintain ongoing support, all while ensuring compliance with industry regulations.
Key Responsibilities:
• Strengthen TD Wealth relationships through client advice
• Develop and execute a sales plan for client onboarding
• Recommend tailored investment strategies and support
• Facilitate financial planning conversations digitally
• Maintain long-term client relationships with regular reviews
Requirements:
• Bachelor’s degree preferred
• 3-5 years in banking with client relationship experience
• Obtain Registered Representative (RR) licensing within 6 months
• Commitmen...