Location
central ontario
Job Type
Full-time
Posted
June 12, 2026
Job Description
Join TD Wealth as an Associate Planner in Orillia, Ontario, and help clients navigate their financial journeys. Play a key role in financial planning while enhancing customer engagements.
This position is about client empowerment through a personalized approach to wealth planning. As an Associate Planner, you will build lasting client relationships, deliver tailored financial advice, and work toward team and department goals. Your proactive approach will foster productivity and continuous improvement in service.
Key Responsibilities:
• Conduct thorough reviews of client financial goals
• Analyze and report results for strategic decision-making
• Strengthen customer service and team performance
• Oversee service levels and identify efficiencies
• Mentor colleagues to elevate team capability
Requirements:
• University degree preferred
• 3–5 years of financial services experience with client relationships
• Canadian Securities Course (CSC) or CFA Level 1 r...
This position is about client empowerment through a personalized approach to wealth planning. As an Associate Planner, you will build lasting client relationships, deliver tailored financial advice, and work toward team and department goals. Your proactive approach will foster productivity and continuous improvement in service.
Key Responsibilities:
• Conduct thorough reviews of client financial goals
• Analyze and report results for strategic decision-making
• Strengthen customer service and team performance
• Oversee service levels and identify efficiencies
• Mentor colleagues to elevate team capability
Requirements:
• University degree preferred
• 3–5 years of financial services experience with client relationships
• Canadian Securities Course (CSC) or CFA Level 1 r...