Associate Planner - Orillia

Work Location: Orillia, Ontario, Canada

Hours: 37.5

Line Of Business: TD Wealth

Pay Details: $0 - $0 CAD (This role is eligible for commission based earnings.)

Job Description

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. The 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.

Responsibilities

• 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. <...