Associate Planner - Orillia

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high‑performing teams. We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored. Are you an experienced qualified skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business development, you will: - Identify your client's life and financial goals, provide comprehensive reviews and build long‑term relationships through financial planning expertise, relationship building and ongoing services - Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices - Contribute to team and department goals while strengthening customer service and dedication - Monitor service, productivity and assess efficiency and implement continuous improvements - Be knowledgeable of best practices and procedures and stay ahead of emerging trends - Acquire and apply expertise, provide mentorship, assistance and direction to others - Maintain a culture of risk management and control, supported by aligned risk appetite - Participate fully as a member of the team, support a positive and service‑oriented work environment Educational Requirements - University Degree (preferred) - 3–5 years in financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred) - Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date - Complete Conduct & Practices Handbook (CPH) within first 90 days in role - CIRO Registered Representative (RR) license within first 90 days in role - Complete Wealth Management Essentials (WME) within first 30 months in role - Achieve Certified Financial Planner (CFP) designation within first 3 years in role - University Degree or up to 10 years of qualifying work experience - Have been a QAFP professional in good standing for minimum 5 years at time of applying Skills you will require - Passion for financial planning and driven to help clients reach their financial & life goals - Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high‑value sales and business development - Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment - You have excellent people and problem‑solving skills that help you build and maintain client relationships - Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. We look forward to hearing from you! #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2ne1uh