Associate Planner (Future opportunity) - Ontario South West
The Toronto-Dominion Bank (Canada) • greater sudbury, Canada
Role Description
Financial Planner – TD Wealth (Sudbury, Ontario)
Work Location: Sudbury, Ontario, Canada
Hours: 37.5 per week
Line of Business: TD Wealth
Pay: $60,000 – $70,000 CAD, with commission‑based earnings
Job Overview
Join Our Team as a Financial Planner. As a forward‑thinking professional, you’ll empower mass affluent clients through holistic financial planning and advice, building strong relationships, delivering expert advice, and driving business growth.
Key Responsibilities
- Partner with clients to understand life and financial objectives, conduct in‑depth financial reviews, and foster long‑term connections through ongoing support and guidance
- Leverage data‑driven insights to analyse results, develop recommendations, and continuously evaluate the effectiveness of financial programmes, policies, and practices
- Collaborate with team to achieve shared objectives while enhancing the client experience and ...