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Added 11 mins ago
Senior Financial Analyst
Hexagon
Calgary, AB
Full-time
…team in Calgary, AB or Tucson, AZ. Reporting to the Senior Manager FP&A this role will support planning, forecasting, reporting, OneStream development, and strategic finance initiatives…
Added 24 mins ago
Enterprise Architect
Aversan Inc.
Montreal, QC
$120,000 to $145,000 CAD / year
Full-time
Work closely with ERP Product Manager, ERP Delivery Lead, Business SMEs Solution Architects, Integration Architects, Change Management teams to ensure transformation decisions are aligned…
Added 24 mins ago
Sr. IT Incident Management Analyst - EN 989
Export Development Canada | Exportation et développement Canada
Toronto, ON
$96,557 to $128,743 CAD / year
Full-time
Service Delivery Manager 18: Salaries typically range from $96,557 to $128,743 annually, based on qualifications and experiences, plus a performance-based incentive
Added 24 mins ago
Sr. IT Incident Management Analyst - EN 989
Export Development Canada | Exportation et développement Canada
Montreal, QC
$96,557 to $128,743 CAD / year
Full-time
Service Delivery Manager 18: Salaries typically range from $96,557 to $128,743 annually, based on qualifications and experiences, plus a performance-based incentive
Added 24 mins ago
Sr. IT Incident Management Analyst - EN 989
Export Development Canada | Exportation et développement Canada
Ottawa, ON
$96,557 to $128,743 CAD / year
Full-time
Service Delivery Manager 18: Salaries typically range from $96,557 to $128,743 annually, based on qualifications and experiences, plus a performance-based incentive
Added 24 mins ago
Sr. IT Incident Management Analyst - EN 989
Export Development Canada | Exportation et développement Canada
Calgary, AB
$96,557 to $128,743 CAD / year
Full-time
Service Delivery Manager 18: Salaries typically range from $96,557 to $128,743 annually, based on qualifications and experiences, plus a performance-based incentive
Added 25 mins ago
Office Manager
Diligent Corporation
Vancouver, BC
…also of employee experience. We are seeking a proactive Office Manager to join our team in Vancouver. The office manager works closely with the employees and the local leadership teams to…
Added 40 mins ago
Protein Category Manager
Brunel
NS · Nova Scotia, Canada
Full-time
Manage high-risk inventory, large buys, and supplier negotiations in partnership with procurement and category management.
Added 40 mins ago
Business Process Analyst, Process Automation
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
…experiences enable us to deliver accurate, timely, and efficient global investment operations while supporting the sustainable growth of CC&L Financial Group and its affiliates. We are…
Added 40 mins ago
Business Process Analyst, Process Automation
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
…experiences enable us to deliver accurate, timely, and efficient global investment operations while supporting the sustainable growth of CC&L Financial Group and its affiliates. We are…
Added 40 mins ago
Senior Engineering Delivery Lead
Telesat
Ottawa, ON
Full-time
Working within the User Terminal Engineering organization, the Senior Engineering Delivery Manager partners closely with Engineering Managers, Product Management, Program Management,…
Added 40 mins ago
Project Manager
Convergint Technologies Ltd
Calgary, AB
Convergint is looking for a Project Manager – Building Automation, to join our amazing culture in our Windsor location. The Project Manager is responsible for planning, scheduling,…
Added 40 mins ago
Project Manager
PROVINCIAL AEROSPACE LTD
St. John's, NL
Full-time
…of companies, PAL Aerospace is a Canadian-owned and operated global aerospace and defence company. With a focus on intelligence, surveillance, and reconnaissance, in-service support…
Added 55 mins ago
Senior Project Manager, Incubator - Global (Fixed Term Contract)
DECIEM | THE ABNORMAL BEAUTY COMPANY
Toronto, ON
Contract
The Senior Project Manager, Incubator - Global serves as the end-to-end lead project manager for all Deciem Incubator initiatives, with a large focus on new brand and new product launches.…
Added 55 mins ago
Senior Manager, Institutional Sales Enablement
Sun Life
Calgary, AB
Full-time
…drive real, lasting impact. Now in our 15th year as an asset manager and with over $40B in assets under management across institutional and retail markets, we continue to focus on…
Added 55 mins ago
Senior Manager, Institutional Sales Enablement
Sun Life Québec
Montreal, QC
Full-time
…drive real, lasting impact. Now in our 15th year as an asset manager and with over $40B in assets under management across institutional and retail markets, we continue to focus on…
Added 55 mins ago
Senior Manager, Institutional Sales Enablement
Sun Life
Vancouver, BC
Full-time
…drive real, lasting impact. Now in our 15th year as an asset manager and with over $40B in assets under management across institutional and retail markets, we continue to focus on…
Added 55 mins ago
Senior Manager, Institutional Sales Enablement
Sun Life
Toronto, ON
Full-time
…drive real, lasting impact. Now in our 15th year as an asset manager and with over $40B in assets under management across institutional and retail markets, we continue to focus on…
Added 56 mins ago
Senior Process Engineer
Sacre Davey Engineering
North Vancouver, BC
$163,700 to $191,200 CAD / year
Full-time
At Sacré-Davey, we are a privately held, multi-disciplinary engineering and project management firm serving the mining, energy, and industrial sectors. With offices across Canada, the…
Added 56 mins ago
Senior Manager, Provisions Financial Reporting & Planning
Scotiabank
Toronto, ON
The Senior Manager within the Global Credit Provisions Reporting & Planning team leads key elements of the Global Credit Provisions mandate and supports strategic oversight of the processes…
Added 56 mins ago
Portfolio Manager, Equity Income Team
Scotiabank
Toronto, ON
As a member of the Equity Income team within 1832 Asset Management L.P., the Portfolio Manager, Equity Income (PM) is responsible for providing oversight, guidance, and expertise in…
Added 56 mins ago
US Tax - Tax Structuring - Senior Manager - Vancouver
EY
Vancouver, BC
Join our US Tax practice as a Senior Manager focused on tax structuring, where you'll help organizations navigate complex business decisions, transactions and growth opportunities. Working…
Added 1 hour ago
Senior Construction Program Manager
Linesight
Toronto, ON · Vancouver, BC
Other
Ensure effective integration of schedule, cost, risk, and change management across the programme
Added 1 hour ago
Senior Project Manager
Insight Global
Waterloo, ON
$48 to $52 CAD / hour
Contract
Insight Global is seeking a Senior Project Manager to support the New Business Experience team for a top insurance client. This individual will be responsible for leading a large, complex…
Added 1 hour ago
Director of Studies
Plutonic Search Group
Toronto, ON
Full-time
Our client's a global engineering and project delivery powerhouse known for tackling complex mining and metals projects in the world’s toughest environments. With teams across multiple…

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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