Associate Planner

Associate Planner – Kitchener

Work Location: Kitchener, Ontario, Canada

Hours: 37.5 per week

Line Of Business: TD Wealth

Pay: $60,000 – $70,000 CAD per year (base salary + commission based earnings)

• Partner with clients to understand their life and financial objectives, conduct in-depth financial reviews, and foster long-term connections through ongoing support and guidance.
• Leverage data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
• 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 to ensure you remain at the forefront of financial planning.
• Share your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive 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 in the role.
• CFP eligibility:
  University degree OR up to 10 years of qualifying work experience OR QAFP professional in good standing for five years.

• Passion for financial planning and dedication to helping 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, always focused on supporting and connecting with others.

TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

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.

We look forward to hearing from you!