Work Location: Markham, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $59,500 - $84,000 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth oppo…
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Work Location: Markham, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $59,500 - $84,000 CAD TD is committed to providing fair and equitable compensation opportunities to all col…
Skills: Financial planning, Investment advice, Customer service, Real estate secured lending, Business banking
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$60k–$84k/yr
Full-time
bachelor degree
Health and well-being benefits, Savings and retirement programs, Paid time off, Banking benefits and discounts, Career development, Reward and recognition programs
Posted 12h ago
Apply by Aug 14
~38 hrs/week
Responsibilities
The Associate Planner will build and strengthen client relationships by delivering expert financial advice focused on retirement and investment planning. They will also develop sales plans to onboard customers and drive business growth through phone and digital channels.
Requirements
Candidates should have a bachelor's degree and 3-5 years of experience in banking services with a focus on client relationships. The role requires obtaining Registered Representative licensing within 120 days and a commitment to achieving the Certified Financial Planner designation.
Full job description
Work Location:
Markham, Ontario, Canada
Hours:
37.5
Line of Business:
TD Wealth
Pay Details:
$59,500 - $84,000 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Join Our Team as an Associate Planner, Direct
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Associate Planner, Direct role and help clients realize their goals and aspirations.
In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth through phone and digital channels. Your responsibilities will include:
Key Accountabilities
Build and strengthen existing TD Wealth Financial Planning relationships by delivering sound financial advice focused on retirement and investment planning
Develop and execute a sales plan to onboard existing TDCT customers, deepen relationships, and drive client profitability and retention
Identify client goals and potential barriers; recommend tailored solutions and provide ongoing advice through investment strategies, including third-party mutual funds and account management
Identify and execute on opportunities to acquire and grown external assets through proactive outreach and planning conversations
Deliver advice and conduct financial planning conversations via phone and digital platforms (e.g., screen sharing technology)
Maintain and enhance long-term client relationships through regular reviews, updates to financial plans, and implementation of evolving investment strategies
Contribute to team and department objectives (including LEI goals) by modelling strong client-centric behaviours and enhancing customer loyalty
Identify opportunities to refer clients to TD partners (Retail and Wealth Management) to support a One TD approach
Ensure all activities comply with regulatory requirements, industry standards, and internal policies
Qualifications & Requirements
Bachelor’s degree preferred
3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
Required to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO) within 120 days of start date, if not currently licensed
Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
CFP Eligibility requirements - University Degree OR meet one of the following:7 to 10 years of qualifying work experience, OR have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
Core Competencies
Client-focused with a passion for helping individuals achieve financial goals
Strong relationship-building skills with both internal partners and external clients
High level of curiosity, resourcefulness, and adaptability
Results-oriented with a strong drive to grow business and improve client outcomes
Excellent communication skills, with the ability to simplify complex financial concepts
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
Offices: Toronto-Dominion Centre, P.O. Box 1, Toronto, Ontario M5K 1A2, CA · 525 Avenue Viger O, Montreal, QC H2Z 0B2, CA · 31 W 52nd St, New York, NY 10019, US · 4140 Church Rd, Mt. Laurel, New Jersey 08054, US
personal & commercial bankingbrokerage servicesmutual fundsasset managementinsurancecapital markets products & servicesServices bancaires personnels et commerciauxservices de courtagefonds communs de placementgestion de placements
How many Customer Service & Support jobs are open in Markham, Canada right now?
There are currently 345 open customer service & support positions in Markham, Canada listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Markham, Canada?
Companies currently hiring include Global Elite Consultants, Starbucks, Enercare Inc., TD, CAA Club Group, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Markham, Canada?
Yes — 93 of the 345 open customer service & support positions offer remote or hybrid work (45 remote, 48 hybrid).
How do I apply for Customer Service & Support jobs in Markham, Canada?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.