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Added 2 months ago
Retail Sales Associate - Head Office
Tennis Giant
La Prairie, QC · Bas-Saint-Laurent, QC
Part-time
…Tennis Giant. Le candidat retenu sera responsable de fournir un service client exceptionnel, d’aider aux ventes et de corder des raquettes de tennis. Nous accueillons les candidats ayant…
Added 2 days ago
Client Service Associate - Real Estate Insurance
BFL CANADA
Vancouver, BC
Full-time
We are looking for a Client Service Associate to join our team in our Vancouver Office!
Added 3 days ago
Associate Implementation Specialist
JobGet
Remote, Canada
$55,000 to $65,000 CAD / year
Full-time · Remote
0–2 years of experience in customer success, customer service, support, account management, sales, or a client-facing role.
Added 3 days ago
Temporary Associate, Oakridge
Ferragamo Canada Inc
Vancouver, BC
$21 to $22 CAD / hour
Temporary
The Temporary Client Advisor provides excellent and specialized customer service by creating emotionally enriched relationships with clients; developing and nurturing meaningful and loyal…
Added 3 days ago
Client Care Associate
Lowe Martin Company Inc
Mississauga, ON
$50,000 to $65,000 CAD / year
Full-time
LMX Solutions is seeking a highly organized and client-focused Client Care Associate to support our growing portfolio of fulfillment, healthcare, pharmaceutical, merchandising, and…
Added 3 days ago
Canadian Commercial Banking Associate
TD
Montreal, QC
Full-time
…future. Our quest is to deliver a first-class business banking client experience and to be” The Better Business Bank” in North America. At TD, better business bankers have a strong…
Added 3 days ago
Personal Banking Associate Trainee
TD
Canada
Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 3 days ago
Personal Banking Associate
TD
Forest, ON
Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 3 days ago
Personal Banking Associate Trainee
TD
Stouffville, ON
Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 3 days ago
Customer Experience Associate
TD
Grande Prairie, AB
Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 3 days ago
Personal Banking Associate Trainee
TD
St. Thomas, ON
Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 3 days ago
Personal Banking Associate Trainee
TD
Markham, ON
Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 3 days ago
Customer Experience Associate- French Language Skills are Considered an Asset.
TD
Whitehorse, YT
Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 3 days ago
Customer Experience Associate
TD
Regina, SK
Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 3 days ago
Personal Banking Associate Trainee
TD
Calgary, AB
Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 3 days ago
Associate Planner
TD
Toronto, ON
Full-time
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Added 3 days ago
Associate Director Administration
McGill University
Brown Student Serv.
Full-time
Reporting to the Senior Director of Student Services, the Associate Director, Administration is responsible for strategic resource planning and reporting across the Student Services…
Added 3 days ago
Customer Experience Associate - Campbell River BC (18.75hrs/week)
Scotiabank
Campbell River, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 3 days ago
Seasonal Associate
Sephora
Newmarket, ON
$19.2 to $22.6 CAD / hour
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 1 month ago
Associate Planner
TD
Toronto, ON
Full-time
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Added 3 days ago
Sales Associate Full Time - Scarborough Town Centre
Wow! Mobile Boutique
Toronto, ON
Full-time
…de notre activité. Nous nous concentrons sur une expérience client personnalisée, en fournissant des solutions des principaux opérateurs de services sans fil au Canada, TELUS, Rogers,…
Added 3 days ago
Sales Associate Full Time - Lambton Mall
Wow! Mobile Boutique
Sarnia, ON
Full-time
…de notre activité. Nous nous concentrons sur une expérience client personnalisée, en fournissant des solutions des principaux opérateurs de services sans fil au Canada, TELUS, Rogers,…
Added 3 days ago
Operations Associate
Royal Bank of Canada
Toronto, ON
Full-time
…oversight on complex processes, provide analysis, and customer service support for exception-based complex and/or highly specialized Operation’s processes. Incumbent will review, verify,…
Added 2 days ago
Warehouse Associate (300) - FR
Dormez-vous
Pointe-Claire, QC
Full-time
…sommeil, dans des produits novateurs, dans une expérience du client de classe mondiale, dans nos collectivités et dans une équipe diversifiée, la meilleure de sa catégorie, afin d'être le…
Added 2 days ago
Admin Support Coordinator
CBRE
Windsor, ON
Full-time
Associate's degree (A.A.) or equivalent from 2-year college required; Bachelor's degree, preferred

Associate Planner

Toronto, ON, Canada

Job type: Full-time
Apply by: Oct 11, 2026
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Sep 18, 2026

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Original job description

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$60,000 - $70,000 CADThis role is eligible for commission based earnings.

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 a Financial Planner

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 Financial Planner role and help clients realize their goals and aspirations.

We offer a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up. Compensation is commission-based, with a guaranteed base salary during the first four years. In addition, we provide competitive benefits to ensure a stable and motivating environment, ideal for developing your client base.

In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your responsibilities will include:

Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance

Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices

Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence

Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives

Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning

Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment

Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite

Engaging fully as a valued team member and contributing to a positive, service-oriented workplace

What We’re Looking For

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)

Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), 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:
- Up to 10 years of qualifying work experience
- Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying

Key Skills That Set You Apart

A genuine passion for financial planning and a drive to help clients realize their financial and life goals

An entrepreneurial mindset with experience in business development, networking, and high-value sales

A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements

Exceptional interpersonal and problem-solving abilities for building lasting client relationships

Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others

If you’re ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.

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.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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More about this job

Responsibilities

The Associate Planner will partner with mass affluent clients to provide holistic financial planning, conduct in-depth reviews, and deliver expert investment advice. They are responsible for building a client portfolio, driving business growth, and collaborating with the team to ensure service excellence and effective risk management.

Requirements

Candidates should have a bachelor's degree and 3–5 years of experience in banking services with a focus on client relationship management. A commitment to obtaining Registered Representative (RR) licensing and the Certified Financial Planner (CFP) designation within the first three years is required.

Skills

Financial planning
Investment advice
Business development
Networking
High-value sales
Data-driven insights
Financial analysis
Risk management
Communication skills
Problem-solving
Mentoring
Service excellence
Regulatory compliance

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Wealth Management
Mass Affluent
CIRO
Registered Representative
CFP
QAFP
Banking
Investment Advice
Business Development
Portfolio Management
Financial Reviews
Risk Appetite
Client Experience
Sales
Economic Trends
Regulatory Requirements
Mentoring
Financial Services

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