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Added 11 mins ago
RME Planner
JLL
Calgary, AB
Full-time
The RME Planner will be a member of the Reliability Maintenance and Engineering team and will work with network the Enterprise Asset Management (EAM) team as well as the Reliability Manager…
Added 56 mins ago
Financial Planner-Yorkton
TD
Grenfell, SK · Yorkton, SK
Full-time
…and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and…
Added 1 hour ago
Nuclear Planner / Scheduler
People Integra (A Business Integra Group Company)
Pickering, ON
Contract
Coordinate schedule inputs with engineering, procurement, construction, commissioning, and project controls teams
Added 1 hour ago
Production Planner
IMT Group
Ingersoll, ON
$65,200 to $92,600 CAD / year
Full-time
Position Summary The Production Planner is responsible for planning and coordinating manufacturing requirements to ensure material is available, production capacity is considered, and…
Added 1 hour ago
310T Mechanic (Day Shift)
GFL Environmental Inc.
Windsor, ON
Full-time
Planning & Coordination: Plan and schedule repairs using the M5 planner and procure required parts; review mechanical write-ups and coordinate schedules with operations.
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Project Selection Coordinator - Planner Principal Transportation
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
Full-time
This position is located at Central Office in St. Paul and may have the flexibility to telework, work a hybrid schedule, or work in the office. The incumbent will be required to make a…
Added 2 hours ago
Production Planner
IMT CORPORATION
ON
$65,200 to $92,600 CAD / year
Full-time
Working closely with Production, Inventory, Materials, and other departments, the Production Planner serves as a key link between the Master Production Schedule (MPS) and shop-floor…
Added 2 hours ago
Maintenance Planner
North American Construction Group Inc.
Fort McMurray, AB
Full-time
…ensuring compliance to the planned maintenance program through the work management system, and organizing resources to ensure planned work is completed safely and…
Added 3 hours ago
Consultant
Revay and Associates Limited
Montreal, QC
Full-time
Use specialized techniques such as forensic schedule analysis, labor and productivity analyses and studies, analysis of project documentation and claims quantification
Added 4 hours ago
Project Planner 1
Alstom
Saint-Bruno, QC
On a daily basis, you will work closely with internal teams (engineering, project management, procurement, etc.), coordinate internal and external stakeholders, and ensure the quality and…
Added 4 hours ago
Electrical Planner
AltaSteel
AB · Edmonton, AB
Full-time
The Electrical Planner plays a key role in planning and coordinating electrical maintenance activities within our operations. This position is ideal for a motivated, mechanically inclined…
Added 4 hours ago
Production Planner II
Excelitas Technologies
Mississauga, ON
The Production Planner II is responsible for all planning aspects related to production. This includes management of all work orders in support of on-time delivery. The Production Planner…
Added 5 hours ago
Project Planner
Insight Global
Pickering, ON
Contract
Strong critical path and schedule performance analysis
Added 5 hours ago
Production Planner II
Excelitas Technologies Corp.
Mississauga, ON
Full-time
The Production Planner II is responsible for all planning aspects related to production. This includes management of all work orders in support of on-time delivery. The Production Planner…
Added 6 hours ago
Associate Planner - Barrie
TD
Barrie, ON
Full-time
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…
Added 6 hours ago
Flight Follower
Starlink Aviation
Remote, Canada
Remote
24/7 operations, rotating and unpredictable schedule, combination of on-site and remote work.
Added 18 hours ago
Lottery Delivery Coordinator
STRIDE Management Corp
Calgary, AB
Full-time
…information, documentation and tasks are completed accurately and on schedule. Maintain campaign tasks, deadlines and action items in Planner, keep key dates current in the Technology…
Added 19 hours ago
Principal Construction Support Engineer
McDermott
Squamish, BC
Full-time
Lead the Discipline engineering design of the assigned work area and complete it within the planned schedule and budget, in accordance with standards, MDR, and project-specific procedures…
Added 19 hours ago
Financial Planner, Scotia Financial Planning - Prince George
Scotiabank
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Full-time
As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how…
Added 19 hours ago
Communications Coordinator
College of Pharmacists of British Columbia
Vancouver, BC
…with dignity and respect. CPBC staff contribute to a positive work-life balance and personal health and wellness through their commitment to voluntary interest committees aimed at promoting…
Added 1 day ago
trade show planner
Kian Creations
Mississauga, ON
Full-time
Work must be completed at the physical location. There is no option to work remotely.
Added 2 days ago
Investment Specialist - Bilingual
CIBC
Boucherville, QC
Full-time
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are…
Added 2 days ago
Maintenance Planner
Intertape Polymer Group (IPG)
Truro, NS · NS
Conduct regular meetings with the maintenance team and equipment owners to establish work priorities and schedule equipment outages.
Added 2 days ago
Practice Consultant, Financial Planning
TD
Vancouver, BC
Full-time
…Management Team is dedicated to coaching and developing Financial Planner, leaders, and support teams across TD Wealth’s Advice Businesses. Practice Consultants are skilled in diagnosing,…
Added 2 days ago
Principal Project Planner
Worley
Calgary, AB
Full-time
This role requires a strategic-level planner with deep expertise in major project schedule development, execution planning, interface management, and integrated schedule governance with…

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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