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Added 1 hour ago
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
Full-time
Identify new business opportunities within a prescribed Regional Sales Territory via sourcing and Hunting to identify new business opportunities within a global sales territory and target…
Added 1 hour ago
Sales and Education Specialist - Alberta
Groupe Marcelle
AB
…Specialist for a permanent position. Reporting to the Regional Sales Manager, this field-based position is responsible for driving sales, strengthening retail partnerships, and inspiring…
Added 1 hour ago
National Wholesale Manager (Hamilton)
Hamilton Watch
Toronto, ON
Full-time
As the National Wholesale Manager, you will lead Hamilton’s independent wholesale business across Canada, driving sales growth, market expansion, and retailer engagement. Reporting to…
Added 1 hour ago
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
Full-time
Identify new business opportunities within a prescribed Regional Sales Territory via sourcing and Hunting to identify new business opportunities within a global sales territory and target…
Added 1 hour ago
LCBO Area Sales Manager - Toronto Core
MacDonald Search Group
Toronto, ON
Full-time
…(RTD) category in the GTA. This role is ideal for a motivated, relationship-driven sales professional looking to build a brand in a fast-moving and highly competitive…
Added 1 hour ago
National Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
Full-time
Identify new business opportunities within a prescribed Regional Sales Territory via sourcing and Hunting to Identify new business opportunities within National Sales Territory focused on…
Added 2 hours ago
Représentant Pharmaceutique
Regeneron Pharmaceuticals
Canada
Full-time
…performed on‑site. Please speak with your recruiter and hiring manager for more information about on‑site expectations for your role and…
Added 3 hours ago
Manager Sales & Commercial Operations (MB & SK)
Women of the Vine & Spirits
Regina, SK
Full-time
…Managers, Trade Development Managers, Key Account Managers, Territory Managers and Trade Development Coordinators to drive commercial performance and talent…
Added 8 hours ago
Business Development Manager - Automotive Refinish
BASF
Mississauga, ON
Full-time
Now hiring! Business Development Manager - Montreal, Quebec
Added 8 hours ago
Banking Relationship Sales Representative (Small Business Solutions)
ADP
Mississauga, ON
$71,600 to $121,600 CAD / year
Full-time
ADP is hiring a Banking Relationship Sales Representative (Small Business Solutions). The territory covered for this role is at most 90 minutes from the ADP Prologis location in…
Added 8 hours ago
Outside Field Sales Representative (Small Business Solutions)
ADP
Mississauga, ON
$71,600 to $121,600 CAD / year
Full-time
ADP is hiring a Banking Relationship Sales Representative (Small Business Solutions). The territory covered for this role is at most 90 minutes from the ADP Prologis location in…
Added 9 hours ago
Territory Manager, Referral Business Development – Victoria & Nanaimo, BC
Snore MD
Nanaimo, BC
Full-time
We’re looking for a Territory Manager who knows how to earn a physician’s trust and turn that trust into referrals. This is relationship-driven business development, building genuine…
Added 9 hours ago
Field Marketing Coordinator
Stanley Black & Decker, Inc.
Ottawa, ON · ON
Full-time
As a Field Marketing Coordinator, you will be part of a dedicated team based in the Ottawa area and reporting to the Territory Manger, Residential Sales. The Field Marketing Coordinator is…
Added 9 hours ago
Industrial Construction Specialist
Stanley Black & Decker, Inc.
Moncton, NB · ON
Full-time
…Moncton, New Brunswick and reporting to the Specialty Sales Manager. This field-based role supports a territory including travel in New Brunswick and…
Added 10 hours ago
Account Consultant (Sales & Marketing) - Hamilton
OSL Retail Services
Hamilton, ON
Full-time
Use the Salesforce CRM system to assist with territory and funnel management
Added 10 hours ago
Financial Planner
BMO
Mississauga, ON
Full-time
Develops and implements a relationship management plan to meet the needs of client.
Added 11 hours ago
Regional Business Manager, (Global Hospital & Biosimilars) Ontario / Chef – Affaires régionales Secteur (hospitalier et produits biosimilaires, Marché mondial), Ontario
Pfizer
London, ON
Full-time
The Regional Business Manager (RBM) for Ontario leads the deployment of people, resources, and investments across the region to maximize patient impact, revenue, and profitability for…
Added 11 hours ago
Personal Banking Associate Trainee (Full time)- Montreal, Henri-Bourassa
TD
Montreal, QC
Full-time
Added 11 hours ago
Sales Representative
IKO North America
ON · Home Office - Ontario
Full-time
…in Ontario. This position requires that you plan and manage territory activities to achieve sales and market share growth utilizing approved sales and marketing strategy and tools while…
Added 12 hours ago
Water Consultant
Culligan of Canada
Brampton, ON
$60,000 to $100,000 CAD / year
Full-time
Communicate with the Sales Manager on leads and scheduled appointments.
Added 12 hours ago
Bilingual Account Manager - Subsurface Technologies Equipment
Cansel
Montreal, QC
Full-time
Work closely with the Remote Sales Manager and Territory Sales Team to identify opportunities and engage the appropriate resources to develop them
Added 12 hours ago
Business Development Manager - Automotive Refinish
BASF
Mississauga, ON
Full-time
Now hiring! Business Development Manager – Southwestern Ontario
Added 12 hours ago
Territory Sales Manager
Norstar Industries Ltd.
Niverville, MB
Full-time
Norstar Industries Ltd is in search of a relationship driven Territory Sales Representative to manage our established On-Farm Conveyance business across Western Canada.
Added 13 hours ago
Media Strategist
Banfield Agency
Ottawa, ON
Full-time
Working knowledge of GA4 and Google Tag Manager, enough to verify that conversion tracking is set up correctly and to diagnose it when reporting looks wrong
Added 13 hours ago
Business Development Manager
Akrapoint Commercial Capital
Canada
The position manages the full sales cycle from prospecting and relationship development through financing structure, credit submission, closing, and ongoing account management. Business…

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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