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Added 1 hour ago
Project Manager – Building Automation Systems (BAS) & HVAC Controls Projects, Vancouver BC
Siemens
Vancouver, BC
Full-time
As BAU/BAS Project Manager, you will provide direction and supervision of Building Automation and Construction projects to ensure successful delivery. You will oversee project status, and…
Added 1 hour ago
General Manager
Gooseneck Hospitality
Vancouver, BC
$52,000 to $58,000 CAD / year
Full-time
…building culture, developing people, creating systems, driving financial performance, and leading from the front. You'll work closely with ownership to continue growing one of Vancouver's…
Added 2 hours ago
Gestionnaire de Produits Solutions Industrielles / Industrial Solutions Product Manager
Airbus Aircraft
Montreal, QC
Full-time
Gestionnaire de Produits Solutions Industrielles / Industrial Solutions Product Manager
Added 2 hours ago
Manager of Finance
Kassen Recruitment
Saskatoon, SK
Full-time
A publicly listed organization in the natural resources sector is seeking a Manager of Finance to join its finance team. This is an opportunity for an experienced accounting professional to…
Added 2 hours ago
General Manager
West Coast Seniors Housing Management Limited Partnership
Coquitlam, BC
$105,000 to $115,000 CAD / year
Full-time
to the Director, the General Manager (GM) is accountable for managing and
Added 2 hours ago
Product Manager, Specimen Management
BD
Mississauga, ON · CAN Mississauga - Derry Road West
$85,000 to $135,000 CAD / year
Full-time
Reporting to the Senior Marketing Manager, the Product Manager (SM) is responsible for developing and executing portfolio strategy throughout the product lifecycle. This includes…
Added 2 hours ago
Software Engineer I (Cobol Developer)
TD
Toronto, ON
Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 3 hours ago
ESG-Intern
Husky Technologies
Bolton, ON
Part-time
Data Collection: Gather ESG-related data from various departments and business units using Husky's global ESG platform to support reporting requirements and customer sustainability requests.
Added 3 hours ago
Procure-to-Pay (P2P) Agent - ASL4
Jobbe
Moncton, NB
Full-time
We're looking for a Procurement to Pay Agent (ASL 4) to join our team and play a key role in managing our financial operations. If you're passionate about finance, enjoy solving challenges,…
Added 3 hours ago
Store Manager - Smart Centres Mount Pearl
Jobbe
Mount Pearl, NL
Full-time
Reporting to the Regional Manager, join a team where your leadership will truly have an impact! As a Store Manager, you’ll be at the heart of the action: leading and inspiring your team,…
Added 3 hours ago
Customer Experience Associate - Summerside
Jobbe
PE · Prince, PE
Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 3 hours ago
Tram Operations Manager, Jasper Skytram
Pursuit
Jasper, AB
Full-time
…and highlight key areas for improvement to enhance overall performance and guest…
Added 3 hours ago
Product Manager, Destination
Jobbe
Moncton, NB
Full-time
In this role, you'll lead the strategy, roadmap, and performance of products and experiences within Atlantic Lottery's Destination portfolio. You'll leverage customer insights, player…
Added 3 hours ago
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
Full-time
This role sits at the heart of the business, providing forward-looking insights, challenging assumptions, and driving performance across the business. You will play a critical role in…
Added 3 hours ago
General Manager
Retirement Concepts
Coquitlam, BC
$105,000 to $115,000 CAD / year
Full-time
…effective, efficient public-centered service. Demonstrates business acumen by efficiently and effectively identifying and managing human, capital, financial and information…
Added 3 hours ago
Manager, Finance
University of Ottawa
Ottawa, ON · Roger Guindon Hall
Full-time
Reporting and Financial Tool Design: Creates and manages complex financial reports and analytical tools such as dashboards, performance and quality control indicators, and costing models to…
Added 3 hours ago
Mgr. Enterprise Risk Mgm
Rogers Communications
Toronto, ON
Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to…
Added 4 hours ago
Senior Marketing Manager
British Council
Canada
Full-time
…strategy and brand, and to work in partnership with the E&E Business to ensure that marketing programmes enable required business…
Added 5 hours ago
Service Manager
Manufacturing Job Site
Antigonish, NS
Full-time
The Service Manager will direct and organize the service team to maximize performance and maintain customer satisfaction in a busy branch environment.
Added 5 hours ago
Service Manager
Manufacturing Job Site
Alberton, PE
Full-time
The Service Manager will direct and organize the service team to maximize performance and maintain customer satisfaction in a busy branch environment.
Added 5 hours ago
Front Store Manager, Salaried Full Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 5 hours ago
Front Store Manager, Salaried Full Time Day
Loblaw Companies Limited
West Kelowna, BC
Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 5 hours ago
Senior Project Manager - Fredericton, New Brunswick
CGI
Fredericton, NB
Full-time
In the role of Project Manager, you would be responsible for the successful delivery of them to budget, timeframes and customer satisfaction, enabling new and extension business. You will…
Added 6 hours ago
Branch Manager
Manufacturing Job Site
Summerside, PE
Full-time
Responsible for the achievement of the location business plan objectives and fulfilling the expectations of all stakeholders (owners, customers, and employees). Provides leadership in…
Added 6 hours ago
Financial Analyst - Mental Health & Addictions
Manufacturing Job Site
Thunder Bay, ON
Full-time
Reporting to the Manager – Financial Services, the Financial Analyst – Mental Health & Addictions (MH&A) is responsible for supporting the MH&A portfolio through statistical data analysis,…

Associate Planner - Barrie

Barrie, ON, Canada

Job type: Full-time
Experience: CFP eligibility as per FP Canada requirements: Hold a university degree OR have up to 10 years relevant experience OR 5+ years as a QAFP pro in good standing
Posting language: English
Posted: Sep 28, 2026

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Original job description

Work Location:

Barrie, 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

Make an Impact, Build Your Future, and Help our Clients Succeed

Ready to launch your career and make a real difference? Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with people, want to be at the cutting edge of financial planning, and care about lifting others up, this could be the perfect opportunity for you!

In this role, you will build and grow your own client portfolio through proactive business development while delivering holistic financial planning advice. You’ll work with clients to understand what matters most to them and guide them with confidence through every stage of their financial journey.

What You'll Do

Get to know clients - what matters to them, what they want for their future - and guide them every step of the way.
Proactively acquire new clients and bring in assets through a mix of strategic outreach and consistent community presence
Leverage a variety of prospecting methods - including cold calling, attending and hosting events, creative networking tactics, and local community engagement
Use data and tech tools to dig deep, analyze results, and give smart advice that makes a difference.
Find new ways to boost productivity and improve the way we work - your ideas matter here!
Stay up to date with the latest financial trends and best practices to keep your skills sharp.
Support your teammates, share your insights, and be part of a collaborative environment.
Always keep risk management top of mind to protect clients and the company.
Be an active, valued member of our positive, service-focused team culture.

What We're Looking For

Bachelor’s degree is a plus
3–5 years of experience in banking, financial services, or a client‑facing sales role preferred

Demonstrated ability to build relationships, grow a client base, and deliver investment advice

Licensing & Regulatory Requirements

Successful completion of the Canadian Investment Regulatory Exam (CIRE) required prior to your start date

Ready to get licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) if you aren’t already
Commitment to earn your Certified Financial Planner (CFP) designation in your first three years
CFP eligibility as per FP Canada requirements: Hold a university degree OR have up to 10 years relevant experience OR 5+ years as a QAFP pro in good standing

What Makes You Stand Out

You genuinely care about helping your clients reach their financial and life goals
Investments are your passion – staying up to date on markets, news, and trends is part of your daily routine.
You’re entrepreneurial - love networking, get excited by the idea of building your own business, and achieving your own financial goals
You know what’s happening in the industry and keep up with trends and regulations
You excel at connecting with others, possess outstanding problem-solving abilities, and are skilled at forging enduring relationships.
You communicate clearly, work well in a team or solo, and you’re always there to support and connect with others

Want to shape your own future while helping others succeed? Apply now - your journey starts here!

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

Build and grow a client portfolio through proactive prospecting, networking, community engagement, and asset acquisition while providing holistic financial planning and investment advice. Analyze client needs and financial information, manage risk, stay current on industry trends, and contribute to team collaboration and process improvements.

Requirements

Three to five years of experience in banking, financial services, or client-facing sales is preferred, along with demonstrated relationship-building, client-base growth, and investment-advice abilities. A bachelor's degree is a plus; candidates must complete the Canadian Investment Regulatory Exam before starting, be ready to obtain CIRO Registered Representative licensing, and commit to earning the CFP designation within three years while meeting FP Canada eligibility requirements.

Skills

Financial Planning
Investment Advice
Client Relationship Building
Business Development
Client Acquisition
Prospecting
Networking
Community Engagement
Financial Analysis
Data Analysis
Risk Management
Communication
Problem-Solving
Teamwork
Sales

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 Planning
Investment Advice
Client Portfolio
Business Development
Client Acquisition
Prospecting
Cold Calling
Networking
Community Engagement
Asset Acquisition
Financial Analysis
Data Analysis
Risk Management
Canadian Investment Regulatory Exam
CIRE
Registered Representative
CIRO
Certified Financial Planner
CFP
FP Canada
QAFP
Banking
Financial Services
Client-Facing Sales
Investment Markets
Regulatory Compliance

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