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Added 2 mins ago
Sales Associate| Aberdeen | Full Time | $20 per hour
Michael Hill
Kamloops, BC
Full-time
Join Michael Hill Aberdeen in a full-time role where you'll help customers celebrate life's most meaningful moments in a rewarding and customer-focused environment. We are seeking…
Added 31 mins ago
Client Services Associate - January 2027
proSapient
Toronto, ON
$55,000 to $75,000 CAD / year
Full-time
You will join as part of a dedicated onboarding cohort, starting your journey with two weeks of structured training and enablement designed to equip you with the tools, platform knowledge,…
Added 32 mins ago
Associate, Global Investment Banking
CIBC
Toronto, ON
Full-time
As an Associate in the Investment Banking group, you will be expected to provide a broad range of analytical, research and presentation preparation support to all the professionals within…
Added 32 mins ago
Associate Financial Advisor (Mandarin/ Cantonese)
CIBC
Markham, ON · Unionville
Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 32 mins ago
Investment Associate, Nesbitt Burns
BMO
Brossard, QC
Full-time
…with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model…
Added 32 mins ago
Graduate Programs Support Coordinator-Faculty of Science
Wilfrid Laurier University
Waterloo, ON
Full-time/Part-time: Full Time (>=1249 hrs/year)
Added 32 mins ago
Rental Associate
Vail Resorts
Whistler, BC
Shift Type: Full Time and Part Time hours available
Added 32 mins ago
Client Services Associate - January 2027
proSapient
Remote, Canada
Full-time · Remote
You will join as part of a dedicated onboarding cohort, starting your journey with two weeks of structured training and enablement designed to equip you with the tools, platform knowledge,…
Added 32 mins ago
Associate Head, Early Childhood Studies - UGH - FT Admin
Humber College
Toronto, ON
Each member of the academic staff is expected to enhance the learning environment through instruction and scholarship that supports the program and advances the reputation of the…
Added 47 mins ago
Coordonnateur.trice, Personnes et Culture / Coordinator, People and Culture
CCA
Montreal, QC
$47,000 to $52,000 CAD / year
Full-time
Le·la titulaire coordonne et assure le suivi des activités et processus liés à l’expérience employé et aux opérations de l’équipe Personnes et Culture. Iel contribue notamment aux processus…
Added 1 hour ago
Part Time Building Materials Associate
RONA
Niagara Falls, ON
Part-time
Become a member of our customer service team! Use your skills to guide customers, manage their special orders and ensure an great shopping experience. Your focus on service and ability to…
Added 1 hour ago
Temporary Executive Assistant - School Operations - JWS (35hrs)
Halton District School Board
Burlington, ON
Internship
…meet deadlines; and acts as a liaison and collaborative team member in a positive work environment. The Executive Assistant serves as a front-line contact for the Superintendent(s), Chief…
Added 1 hour ago
Team Member - New York Fries Outlet Collection Mall Winnipeg
New York Fries
Winnipeg, MB
Full-time
All our Associates work together to help each other succeed. All our teams work together to deliver the Perfect Guest Experience to our Guests each and every time. At New York Fries, we…
Added 1 hour ago
Sales Associate| Woodgrove | Full time | $20 per hour
Michael Hill
Nanaimo, BC
Full-time
Michael Hill Woodgrove is seeking a Full-Time Sales Professional to join our team. If you're passionate about customer service and enjoy working in a target-driven environment, apply today.
Added 1 hour ago
Associate Manager, Marketing - 12 Month Contract
Give and Go Prepared Foods
Toronto, ON · Etobicoke, ON
$57,000 to $86,000 CAD / year
Contract
It’s an exciting time to be a part of the Give & Go team as we are growing rapidly and want you to become a part of our growth and extraordinarily bright future!
Added 1 hour ago
Store Associate
The Salvation Army Canada and Bermuda Territory
Toronto, ON · Etobicoke Thrift Store
Part-time
Alternative combination of education and Experience may be considered.
Added 1 hour ago
Private Client Service Associate
Connor, Clark & Lunn Private Capital Ltd.
Vancouver, BC
We are looking a Private Client Service Associate for an existing vacancy in our our Vancouver office. In this role, you will be a member of a collaborative and client focused team…
Added 1 hour ago
Store Associate
Sherwin-Williams
Toronto, ON
Have at least one (1) year of experience working in a delivery, retail, or customer service position
Added 1 hour ago
Internal Sales Associate, Retail Distribution
BMO
Toronto, ON · FCP
Full-time
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles…
Added 1 hour ago
Controls Service Technician
Johnson Controls
Toronto, ON · Richmond Hill, ON
Full-time
Vocational School program or an associate degree in electronics, mechanical systems, computer technology, air conditioning or similar field plus three years of industry experience in…
Added 1 hour ago
Seasonal Retail Sales Associate, Place Rosemere
Bell
Rosemère, QC
Full benefits package and paid vacation for full-time and part-time employees
Added 1 hour ago
Retail Sales Associate, Truro Mall
Bell
Truro, NS
Full benefits package and paid vacation for full-time and part-time employees
Added 2 hours ago
Liquor Store Associate - Temp FT (Peacock's Perch)
Otter Co-op
Summerland, BC
$18.25 to $21.15 CAD / hour
Part-time
keywords: liquor, part time, retail, clerk, cashier, warehouse, SIR
Added 2 hours ago
Optical Sales Associate
HealthOne
Toronto, ON
We’re growing our Optical team and are excited to recruit an Optical Sales Associate to be part of the launch of our new Toronto Metro Centre clinic, opening in early November.
Added 2 hours ago
Optical Sales Associate
HealthOne
Toronto, ON
$22 to $23 CAD / hour
We’re excited to welcome a passionate Optical Sales Associate to join HealthOne’s dynamic, multidisciplinary team located in the heart of Downtown Toronto.

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

Apply About employer

Applications open in a new tab.

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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