Senior Wealth Planning & Client Insights 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

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.