Associate Planner

at  TD Bank

Tottenham, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate25 Sep, 2024Not Specified26 Jun, 20243 year(s) or aboveCreativity,Canadian Securities Course,Training Programs,Customer Experience,Access,It,Regulations,Financial Institutions,Financial ServicesNoNo
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Description:

EXPERIENCE & EDUCATION

  • University Degree and/or 3-5 years 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 3 years in role

Responsibilities:

Please refer the Job description for details

REQUIREMENT SUMMARY

Min:3.0Max:5.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Graduate

Proficient

1

Tottenham, ON, Canada