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Added 9 mins ago
Financial Services Representative - Full Time
Meridian Credit Union
Windsor, ON
$50,000 to $53,000 CAD / year
Full-time
Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program.
Added 9 mins ago
Wealth Advisor
Assiniboine Credit Union
Winnipeg, MB
Full-time
Reporting to AVP Wealth or Manager, Wealth Advisors, the Wealth Advisor contributes positively to the bottom line of ACU Wealth Management by playing a key role in providing financial…
Added 9 mins ago
Lifecycle Marketing Manager
Juno Veterinary
Toronto, ON
A retention architect. Someone who treats every member as a relationship to deepen, not a list to blast. You care about churn cohorts, build reactivation flows that compound, and measure…
Added 23 mins ago
Dir. de comptes, Services bancaires aux PME
TD
Vaudreuil-Dorion, QC
Full-time
Account Manager, Small Business (Territory : Cote Vert, Vaudreuil, Coteau du Lac and Ile Perrot )
Added 23 mins ago
Channel Partnerships Manager
Greenspace Health
Toronto, ON
Full-time
…As the program scales, we're adding a Channel Partnerships Manager to lead the day-to-day execution of select EHR partner relationships and the operations that supports…
Added 23 mins ago
Stewardship Lead
Covenant House Toronto
Toronto, ON
Full-time
…leading stewardship activities directly or supporting the primary relationship manager in their…
Added 38 mins ago
Insurance Advisor, Auto
Westland Insurance Group Ltd.
Moose Jaw, SK
Full-time
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Added 54 mins ago
Associate Product Lifecycle Manager
Riverside Natural Foods Ltd. (Home of MadeGood)
Toronto, ON · North York, ON
Full-time
The successful candidate will bring strong stage-gate commercialization experience, relationship-building and facilitation skills, and the ability to influence cross-functional teams…
Added 54 mins ago
Health Care Aide
The Salvation Army in Canada
AB · Edmonton, AB
Full-time
…Practical Nurse (LPN) and specific supervision of the Unit Manager or Resident Care Manager. The HCA works as a member of the Interdisciplinary Team in assisting residents meet their…
Added 54 mins ago
Manager, Strategy & Value Creation (Bilingual FR/EN)
PwC Canada
Montreal, QC
Full-time
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include, but are not limited to:
Added 54 mins ago
Personal Lines Account Manager
Navacord
Collingwood, ON
$50,000 to $65,000 CAD / year
Full-time
We are seeking a client-focused, detail-oriented Personal Lines Account Manager / Insurance Advisor to support and grow a personal insurance book of business. In this role, you will provide…
Added 54 mins ago
Distribution & Recycling Associate
The Salvation Army in Canada
Toronto, ON
Full-time
…and use of computer systems to help supply donated goods to member agencies who help the needy in our…
Added 54 mins ago
Senior Site Manager
Ricoh USA, Inc.
Vancouver, BC
Full-time
Act as Project Manager for Facilities-related projects as assigned by the Senior Facilities Supervisor, ensuring deliverables, timelines, and stakeholder expectations are effectively…
Added 54 mins ago
Store Associate
The Salvation Army in Canada
Victoria, BC
Full-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 54 mins ago
Associate Product Lifecycle Manager
Riverside Natural Foods Ltd.
Toronto, ON
The successful candidate will bring strong stage-gate commercialization experience, relationship-building and facilitation skills, and the ability to influence cross-functional teams…
Added 54 mins ago
Team Lead, Disability Support Program
The Government of Nova Scotia
Sydney, NS
Reporting to the Regional HUB Manager within DSP, the Team Leads are responsible for supporting DSP Programs, recruiting, managing, and partnering with community members to maximize…
Added 1 hour ago
Financial Advisor - Delton
Servus Credit Union
AB · Edmonton, AB
Full-time
Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized…
Added 1 hour ago
Registered Practical Nurse Cardiology
Humber River Health
Toronto, ON · Greater Toronto, ON
Other
Reporting Relationship: Clinical Manager of the Inpatient Cardiology Unit
Added 1 hour ago
Personal Lines & MPI Service Team Member ( Multifaceted Role)
Crossroads Insurance
Winnipeg, MB
Full-time
We're looking for a Personal Lines & MPI Service Team Member to join our Dakota St office. This is a multifaceted role where no two days look the same - you'll provide broad Personal Lines…
Added 1 hour ago
Commercial Banking Account Manager
Vancity
Vancouver, BC
Full-time
Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break…
Added 1 hour ago
Purchasing Manager
Texcan
Surrey, BC
Full-time
We are a proud member of the Sonepar Group, the world's largest privately-held electrical distributor. The Sonepar Group is present in more than 40 countries with over 45,000 employees. In…
Added 1 hour ago
Financial Services Representative (BCGEU) - Downtown
Vancity
Vancouver, BC
Full-time
We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status…
Added 1 hour ago
Network and Systems Specialist
Stoakley-Stewart Consultants Ltd.
Barrie, ON
Full-time
You will report to the IT Manager, North America, with a dotted-line relationship to the Chief Financial Officer.
Added 2 hours ago
Business Development Manager
Laurentian Bank
Toronto, ON
Full-time
As an active member of the Business Development team, the incumbent will source, develop & enhance new and existing partnerships with Investment Advisors, Dealers & MGAs. This includes…
Added 2 hours ago
Gestionnaire de comptes / Sales Account
Harris Global Business Services (GBS)
Montreal, QC
Full-time
…will be contacted for an interview by either a Harris hiring manager or a member of the Talent Acquisition…

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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