Associate Planner - Kemptville
Kemptville, ON +1The Toronto-Dominion Bank (Canada)
3+ YOECandidates need experience in banking, financial services or client-facing sales, and the ability to build relationships and give investment advice. They must pass the CIRE before starting, be ready to register with CIRO, and commit to earning the CFP designation within three years.
Financial planning, Sales, Cold calling, Community engagement, Risk management, CIRO
Associate Planner - London, ON
London, ONThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need 3 to 5 years of banking, financial services or client-facing sales experience, and the ability to build relationships and deliver investment advice. The Canadian Investment Regulatory Exam (CIRE) must be completed before the start date, and CFP eligibility under FP Canada rules is required.
Data and tech tools