Associate Planner - Mount Forest & Listowel

Associate Planner - Mount Forest & Listowel

Work Location: Mount Forest, Ontario, Canada

Hours: 37.5 hours per week

Line Of Business: TD Wealth

Pay Details: $60,000 - $70,000 CAD (commission based earnings)

Job Description: Join our team as a financial planner to empower mass‑affluent clients through holistic financial planning and advice. You will build strong client relationships, deliver expert advice, and drive business growth.

• Partner with clients to understand their life and financial objectives, conduct in‑depth reviews, and foster long‑term connections.
• Leverage data‑driven insights to analyze results, develop recommendations, and continually evaluate the effectiveness of financial programs.
• Collaborate with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence.
• Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives.
• Stay informed on industry best practices and emerging trends.
• Share expertise by mentoring and guiding colleagues, fostering a collaborative environment.
• Uphold a strong culture of risk management and control aligned with the organization’s risk appetite.
• Engage fully as a valued team member and contribute to a positive, service‑oriented workplace.

• Bachelor’s degree preferred.
• 3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice.
• Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) if not currently licensed.
• Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years.
• CFP eligibility:
  University degree or up to 10 years of qualifying work experience; or a minimum of 5 years as a QAFP professional in good standing.

• Genuine passion for financial planning and a drive to help clients realize their financial and life goals.
• Entrepreneurial mindset with experience in business development, networking, and high‑value sales.
• Comprehensive understanding of the industry landscape, economic trends, and regulatory requirements.
• Exceptional interpersonal and problem‑solving abilities for building lasting client relationships.
• Excellent communication skills, with flexibility to collaborate within a team or work independently.

Base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Mid‑Senior level

Full‑time

Other (Investment Banking)

Sans Objet