Associate Planner - Kemptville

TD Bank Group; Kemptville; Vor Ort; CAD 60.000 - 70.000; Vollzeit

Zusammenfassung

TD Bank Group in Kemptville, Ontario is seeking a Financial Planner to build and grow a personal client portfolio through proactive business development and holistic financial planning advice.

You will meet clients, understand their goals, and guide them through investment strategies while staying current on market trends and regulatory requirements. A Bachelor's degree and 3–5 years in banking or financial services are preferred.

Qualifikationen

• Bachelor's degree is a plus.
• 3–5 years in banking, financial services, or client-facing sales.
• Proven ability to build relationships and deliver investment advice.

Aufgaben

• Get to know clients, understand their goals, and guide them through financial planning steps.
• Proactively acquire new clients and grow assets through outreach and community presence.
• Use events, networking, and referrals to build a robust client portfolio.
• Analyze data and market trends to provide prudent investment guidance.
• Collaborate with teammates and maintain strong risk-management practices.

Kenntnisse

Client relationship building

Investment advice

Business development

Ausbildung

Bachelor's degree (or equivalent)

Jobbeschreibung

Job Description:

Work Location: Kemptville, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $60,000 - $70,000 CAD

Join Our Team as a Financial Planner Make an Impact, Build Your Future, and Help our Clients Succeed Ready to launch your career and make a real difference? Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with people, want to be at the cutting edge of financial planning, and care about lifting others up, this could be the perfect opportunity for you! In this role, you will build and grow your own client portfolio through proactive business development while delivering holistic financial planning advice. You’ll work with clients to understand what matters most to them and guide them with confidence through every step of their financial journey.

Want to shape your own future while helping others succeed?

What You'll Do

• Get to know clients—what matters to them, what they want for their future—and guide them every step of the way.
• Proactively acquire new clients and bring in assets through a mix of strategic outreach and consistent community presence
• Leverage a variety of prospecting methods—including cold calling, attending and hosting events, creative networking tactics, and local community engagement
• Use data and tech tools to dig deep, analyze results, and give smart advice that makes a difference.
• Find new ways to boost productivity and improve the way we work—your ideas matter here!
• Stay up to date with the latest financial trends and best practices to keep your skills sharp.
• Support your teammates, share your insights, and be part of a collaborative environment.
• Always keep risk management top of mind to protect clients and the company.
• Be an active, valued member of our positive, service-focused team culture.

What We're Looking For

• Bachelor's degree is a plus
• 3–5 years of experience in banking, financial services, or a client‑facing sales role preferred
• Demonstrated ability to build relationships, grow a client base, and deliver investment advice

Licensing & Regulatory Requirements

• Successful completion of the Canadian Investment Regulatory Exam (CIRE) required prior to your start date
• Ready to get licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) if you aren't already
• Commitment to earn your Certified Financial Planner (CFP) designation in your first three years
• CFP eligibility as per FP Canada requirements: Hold a university degree OR have up to 10 years relevant experience OR 5+ years as a QAFP pro in good standing

What Makes You Stand Out

• You genuinely care about helping your clients reach their financial and life goals
• Investments are your passion – staying up to date on markets, news, and trends is part of your daily routine.
• You're entrepreneurial—love networking, get excited by the idea of building your own business, and achieving your own financial goals
• You know what's happening in the industry and keep up with trends and regulations
• You excel at connecting with others, possess outstanding problem-solving abilities, and are skilled at forging enduring relationships.
• You communicate clearly, work well in a team or solo, and you're always there to support and connect with others

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:

We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. 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.

Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process

We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec only)

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Our Values

At TD we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion

At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific