senior planning and yield analyst

Job Title

Associate Planner (Future opportunity) - Ottawa 401 Corridor (O4C)

Company

TD Bank

Location

Brockville, Ontario, Canada

Job Type & Hours

Full‑time, Permanent

37.5 hours per week

Compensation

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Base pay may vary based on skills, experience, location and business needs. The role is eligible for commission based earnings.

Job Description

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award‑winning, high‑performing teams. We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you’ll be busy, but never bored.

Responsibilities

• Identify your client’s life and financial goals, provide comprehensive reviews and build long‑term relationships through financial planning expertise, relationship building and ongoing services.
• Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices.
• Contribute to team and department goals while strengthening customer service and dedication.
• Monitor service, productivity and assess efficiency and implement continuous improvements.
• Be knowledgeable of best practices and procedures and stay ahead of emerging trends.
• Acquire and apply expertise, provide mentorship, assistance and direction to others.
• Maintain a culture of risk management and control, supported by aligned risk appetite.
• Participate fully as a member of the team, support a positive and service‑oriented work environment.

Qualifications

Skills

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