Personal Banking Associate serving Alterna, a member - owned Canadian financial institution. Assessing member needs, delivering banking solutions, and supporting branch sales and service goals.
About the role
- Associate Planner focusing on building strong client relationships and delivering financial advice. Contributing to business growth in TD Wealth through phone and digital channels.
Responsibilities
- Build and strengthen existing TD Wealth Financial Planning relationships
- Develop and execute a sales plan to onboard existing TDCT customers
- Identify client goals and potential barriers
- Deliver advice and conduct financial planning conversations via phone and digital platforms
- Maintain and enhance long-term client relationships
- Identify opportunities to refer clients to TD partners
Requirements
- Bachelor’s degree preferred
- 3–5 years of experience in banking services
- Required to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) within 120 days of start date
- Financial planner diploma granted by the Institute of Financial Planning (IPF) required within 2 years in role
- Bilingualism (English and French) required to serve our clients
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development and reward programs
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