Associate Planner, Direct (Markham)

Work Location: Markham, Ontario, Canada

Hours: 37.5

Pay Details: $59,500 - $84,000 CAD

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 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
• Identify and execute on opportunities to acquire and grow external assets through proactive outreach and planning conversations
• Deliver advice and conduct financial planning conversations via phone and digital platforms (e.g., screen sharing technology)
• Maintain and enhance long‑term client relationships through regular r...