senior planning and yield analyst

TD Bank; Belleville; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Ontario is seeking an Associate Planner to enhance client relationships and provide tailored financial solutions. The role emphasizes a holistic approach to wealth planning, requiring a strong background in financial services, client relationship management, and a commitment to continuous professional growth. Candidates need to complete relevant certifications within stipulated timelines. This position offers a dynamic work environment with a focus on helping clients achieve their financial goals.

Qualifications

• 3–5 years within the financial services industry managing client relationships.
• Complete Conduct & Practices Handbook (CPH) within first 90 days.
• Achieve Certified Financial Planner (CFP) designation within first 3 years.

Responsibilities

• Identify client’s life and financial goals and provide comprehensive reviews.
• Conduct reporting and relevant analysis to draw conclusions.
• Contribute to team and department goals while strengthening customer service.

Skills

Passion for financial planning

Entrepreneurial spirit for business development

Deep understanding of the industry

Education

University Degree

Canadian Securities Course (CSC) or CFA Level 1

Job description

Job Title

Associate Planner (Future opportunity) - Ottawa 401 Corridor (O4C)

Company

TD Bank

Location

Brockville, Ontario, Canada

Job Type & Hours

Full‑time, Permanent
37.5 hours per week

Compensation

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Base pay may vary based on skills, experience, location and business needs. The 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. We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you’ll be busy, but never bored.

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.
• Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
• Contribute to team and department goals while strengthening customer service and dedication.
• Monitor service, productivity and assess efficiency and implement continuous improvements.
• Be knowledgeable of best practices and procedures and stay ahead of emerging trends.
• Acquire and apply expertise, provide mentorship, assistance and direction to others.
• Maintain a culture of risk management and control, supported by aligned risk appetite.
• Participate fully as a member of the team, support a positive and service‑oriented work environment.

Qualifications

• University Degree (preferred).
• 3–5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred).
• Canadian Securities Course (CSC) or CFA Level 1 (or higher) required before start date.
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role.
• CIRO Registered Representative (RR) license within first 90 days in role.
• Complete Wealth Management Essentials (WME) within first 30 months in role.
• Achieve Certified Financial Planner (CFP) designation within first 3 years in role.
• CFP Eligibility requirements: University Degree OR meet one of the following: Up to 10 years of qualifying work experience; Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying.

Skills

• Passion for financial planning and driven to help clients reach their financial & life goals.
• Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high‑value sales and business development.
• Deep understanding of the industry.