Associate Planner (Future opportunity) - Ontario South West

The Toronto-Dominion Bank (Canada); Greater Sudbury; On-site; CAD 60,000 - 70,000; Full time

Job summary

The Toronto-Dominion Bank (Canada) is seeking a Financial Planner for TD Wealth in Sudbury, Ontario. This role involves partnering with clients to provide holistic financial advice and build lasting relationships. The ideal candidate should have a Bachelor's degree and 3-5 years of banking experience, with a commitment to achieving CFP designation.

As a Financial Planner, you'll leverage data driven insights, mentor colleagues, and uphold risk management standards in a positive, service-oriented environment.

Qualifications

• 3–5 years of experience in banking services managing client relationships and providing tailored investment advice.
• Willingness to obtain Registered Representative (RR) licensing.
• Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years.

Responsibilities

• Partner with clients to understand their financial objectives and provide ongoing support.
• Leverage data to develop recommendations and evaluate financial programmes.
• Collaborate with team to enhance client experience and achieve objectives.
• Monitor productivity and identify opportunities for efficiency.
• Stay informed on industry trends and best practices.
• Mentor colleagues and contribute to a service-oriented workplace.

Skills

Financial planning

Business development

Networking

Sales skills

Interpersonal skills

Problem-solving

Communication skills

Client relationship management

Education

Bachelor’s degree

Job description

Financial Planner – TD Wealth (Sudbury, Ontario)

Work Location: Sudbury, Ontario, Canada

Hours: 37.5 per week

Line of Business: TD Wealth

Pay: $60,000 – $70,000 CAD, with commission‑based earnings

Job Overview

Join Our Team as a Financial Planner. As a forward‑thinking professional, you’ll empower mass affluent clients through holistic financial planning and advice, building strong relationships, delivering expert advice, and driving business growth.

Key Responsibilities

• Partner with clients to understand life and financial objectives, conduct in‑depth financial reviews, and foster long‑term connections through ongoing support and guidance
• Leverage data‑driven insights to analyse results, develop recommendations, and continuously evaluate the effectiveness of financial programmes, policies, and practices
• Collaborate with team to achieve shared objectives while enhancing the client experience and demonstrating 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 remain at the forefront of financial planning
• Mentor and guide 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

Qualifications & Requirements

• Bachelor’s degree (preferred)
• 3–5 years of experience in banking services managing client relationships and providing tailored investment advice (preferred)
• Willingness to obtain Registered Representative (RR) licensing with CIRO if not already 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; QAFP professional in good standing for minimum 5 years
• Proficiency in financial planning, business development, networking and high‑value sales
• Strong interpersonal and problem‑solving abilities for building lasting client relationships
• Excellent communication skills and ability to collaborate within a team or work independently, focused on supporting and connecting with others

Key Skills

• Passion for financial planning and a drive to help clients realise their financial and life goals
• Entrepreneurial mindset with experience in business development, networking and high‑value sales
• Comprehensive understanding of industry landscape, economic trends and regulatory requirements
• Exceptional interpersonal and problem‑solving abilities
• Excellent communication skills, flexible collaboration and independence

Equal Opportunity Employment

TD is committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work and experience equitable opportunities.