Job Description
Description
:Join Our Team as an Associate Planner, Direct
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Associate Planner, Direct role and help clients realize their goals and aspirations.
In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth through phone and digital channels. Your responsibilities will include:
Key Accountabilities
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 ...
Ready to Apply?
Submit your application for Associate Planner, Direct at The Toronto-Dominion Bank (Canada)
Apply Now