Found Description
Take your financial expertise further as an Associate Planner for TD Wealth in Toronto, Ontario. This role emphasizes client relationship building and provides tailored financial advice through various digital platforms.
As an Associate Planner with TD Wealth, you will help clients achieve their financial goals by delivering sound retirement and investment planning advice. You’ll develop and execute strategies to onboard existing customers while identifying their needs and recommending appropriate solutions. Your thorough financial planning discussions will strengthen long-term client relationships and enhance overall client satisfaction.
Key Responsibilities:
• Build TD Wealth client relationships through tailored financial advice
• Execute a sales plan for onboarding existing customers
• Identify client goals and recommend investment strategies
• Conduct financial planning discussions using digital tools
• Maintain regular reviews and updates of financial plans
As an Associate Planner with TD Wealth, you will help clients achieve their financial goals by delivering sound retirement and investment planning advice. You’ll develop and execute strategies to onboard existing customers while identifying their needs and recommending appropriate solutions. Your thorough financial planning discussions will strengthen long-term client relationships and enhance overall client satisfaction.
Key Responsibilities:
• Build TD Wealth client relationships through tailored financial advice
• Execute a sales plan for onboarding existing customers
• Identify client goals and recommend investment strategies
• Conduct financial planning discussions using digital tools
• Maintain regular reviews and updates of financial plans