Planificateur adjoint, Direct

Job Description

Overview

Location: Markham, Ontario, Canada | Schedule: 37.5 hours/week | Salary: $59,500 - $84,000 CAD

Responsibilities

• Foster existing TD Wealth Financial Planning relationships and implement investment strategies and long-term financial plans by offering sound advice with a focus on retirement and investment planning
• Establish and implement a sales plan that focuses on onboarding existing TDCT customers, developing and managing a plan, improving profitability with existing customers, developing business from existing customers, and retaining existing customers
• Assist clients to identify goals and barriers, recommend appropriate solutions, and provide ongoing relationship management through investment recommendations including third-party mutual funds; open new investing accounts as required
• Contribute to the achievement of team and department LEI goals by modelling LEI attributes and behaviours while strengthening customer loyalty
• Identify opportunities to refer customers to other TD partners where appropriate
• Actively acquire external assets through effective financial planning and sales conversations leveraging screen sharing technology
• Provide ongoing relationship management to existing TD Wealth Financial Planning and Private Investment Advice relationships to maintain, update and implement investment strategies and long-term financial plans

Qualifications

• University degree and/or 3-5 years of industry experience
• Canadian Securities Course (CSC) required
• IIROC license preferred (required within first 90 days in role)
• Complete Conduct & Practices Handbook (CPH) within first 90 days in role
• Complete Wealth Management Essentials (WME) within first 30 months in role
• Achieve Certified Financial Planner designation within first 2 years in role

Note: Some sections of the original listing included extensive corporate boilerplate and regional program descriptions. This refined description focuses on the core responsibilities, qualifications, location, schedule, and compensation relevant to the role.