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Added 17 mins ago
Associate, Technical Support
Scotiabank
Toronto, ON
Added 32 mins ago
Personal Banking Associate Trainee Future Opportunities (Richmond Hill, Newmarket, Aurora, North York and Vaughan)
TD
Aurora, ON · Richmond Hill, ON · Newmarket, ON
Full-time
…them 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 to resolve their financial…
Added 32 mins ago
Associate/Sr. Associate, Investments - Capital Partnerships
Brookfield Asset Management
Toronto, ON · Brookfield Place
Full-time
The Associate / Senior Associate will play a key role in supporting Brookfield’s leadership position in the energy transition by delivering innovative investment solutions that mobilize…
Added 1 hour ago
Director, Central Registrant and Investment Advisory
Scotiabank
Toronto, ON
Oversee the Central Registrant and Investment Advisory (CRIA) team of Portfolio Managers to provide registrable activities and ongoing registrant duties, advising on and executing…
Added 1 hour ago
ScotiaMcLeod Administrative Associate - Markham
Scotiabank
Markham, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
Customer Experience Associate - Saint Lambert (18.75h/week)
Scotiabank
Saint-Lambert, QC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
Customer Experience Associate - Centerpoint Mall, North York, ON (22.50 hours/week)
Scotiabank
Toronto, ON · North York, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
PIA Client Relationship Associate
TD
Toronto, ON
Full-time
…so, then apply for the position of PIA Client Relationship Associate today. In this role, you will provide business and relationship management to Investment Advisors (IAs) to enable them…
Added 1 hour ago
Senior Fund Accountant, Private Markets
MUFG Investor Services
Halifax, NS
Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 2 hours ago
Senior Fund Accountant, Private Markets
MUFG Investor Services
Halifax, NS
Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 2 hours ago
Associate Planner - Barrie
TD
Barrie, ON
Full-time
3–5 years of experience in banking, financial services, or a client‑facing sales role preferred
Added 2 hours ago
Customer Experience Associate - Bank & Gloucester, Ottawa, Ontario (22.5 hours/week)
Scotiabank
Ottawa, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 hours ago
Customer Experience Associate - West Kelowna, BC (18.75 hours/week) Contract
Scotiabank
ON · Kelowna, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 6 hours ago
Associate, Execution, National Client Group
National Bank of Canada
Toronto, ON
Full-time
Assist Directors by working closely with financial advisors, private equity sponsors and internal banking partners (i.e. derivative hedging, loan syndications and investment banking) to…
Added 19 hours ago
Customer Experience Associate - Orillia Branch (30 hours/week)
Scotiabank
Orillia, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 21 hours ago
Personal Banking Associate Trainee (North York, Central Toronto) - Current and Future Opportunities
TD
Toronto, ON
Full-time
…them 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…
Added 1 day ago
Customer Experience Associate - Lakeshore Centre Branch, Kelowna, BC (22.5 hours/week)
Scotiabank
Kelowna, BC
Full-time
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
Portfolio Associate
LifeSavvy Media
Montreal, QC
Full-time
1-5 years in roles such in Corporate Strategy, M&A, Private Equity, Operations Management or Investment Banking.
Added 1 day ago
Personal Banking Associate
TD
St. Catharines, ON
Full-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 day ago
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
Toronto, ON
Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 1 day ago
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
Thornhill, ON
Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 1 day ago
Associate, Commercial Real Estate
Coast Capital Savings
Victoria, BC
Reporting to the Director, Commercial Real Estate, the Associate supports an assigned team of Relationship Managers in the Commercial Real Estate team in the preparation, execution and…
Added 1 day ago
Associate Director, Senior Quality Assurance Tester
Royal Bank of Canada
Montreal, QC
Full-time
RBC Capital Markets is a leading global investment banking company dedicated to providing services in banking, finance, and capital markets to corporations, institutional investors, asset…
Added 2 days ago
Associate, Genesis, Client Trading Operations
MUFG Investor Services
Halifax, NS
Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 2 days ago
PIA Client Service Associate
TD
Montreal, QC
Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…

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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