Opportunity Description
Location
Toronto, Ontario, Canada
Schedule
37.5 hours per week
Compensation
$59,500 - $84,000 CAD
Job Overview
Join our team as an Associate Planner, Direct. This role focuses on building and maintaining strong client relationships and delivering expert financial advice through phone and digital channels.
Key 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.
- Acquire and grow external assets through proactive outreach an...
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