Become an Associate Planner with TD Wealth in Orillia, Ontario, where you can guide clients in achieving their financial objectives. Use your planning expertise to enhance client experiences.
In this role, you will focus on understanding client goals and providing detailed financial planning solutions. Your contribution will not only include expert financial advice but also building and maintaining long-lasting relationships. Collaborate with a high-performing team dedicated to delivering outstanding service.
Key Responsibilities:
• Define client life goals and conduct financial reviews
• Perform reporting and thorough analysis to guide decisions
• Contribute to enriching customer service and teamwork
• Assess operational efficiency and pursue improvements
• Mentor others within the financial planning team
Requirements:
• Preferred university degree
• 3–5 years managing client relationships in finance
• Mandatory Canadian Securities Course (CSC) or CFA ...