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Added 10 mins ago
TE
Field Work Planner
TC Energy
Airdrie, AB · Rocky Mountain House, AB · Rocky Mtn. House Office
- Full-time
…of our growing business. TC Energy is seeking a Field Work Planner with excellent verbal and written communication skills to work closely with field teams and Management, and coordinate…
Added 1 hour ago
ME
Buyer, Investments
Media Experts
Toronto, ON
- Full-time
…Supervisor/Manager in preparing all written documentation for the Planner or Client (e.g.: pre-buy/post-buy reports, media evaluations/recommendations, and other pertinent…
Added 3 hours ago
6
Associate Planner
6ae5ebb4-0551-4c26-b32f-4b077f26cef7
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
At ULAC, the Associate Planner is responsible for creating sales plans, managing inventory,
Added 3 hours ago
PG
Supervisor, Digital
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
Internal – Digital buying team, Digital Manager/Planner, Finance
Added 4 hours ago
PM
Digital Media Supervisor
Publicis Media
Toronto, ON
- Full-time
Internal – Digital buying team, Digital Manager/Planner, Finance
Added 4 hours ago
UL
Associate Planner
United Legwear & Apparel Co.
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
At ULAC, the Associate Planner is responsible for creating sales plans, managing inventory, analyzing sales trends, and submitting monthly budgets. The Associate Planner will report…
Added 4 hours ago
RB
Associate Portfolio Manager
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
As an Associate Portfolio Manager, you are a key member of a professional team charged with building and managing a high performance investment counselling franchise, the Associate works…
Added 6 hours ago
R
Associate Portfolio Manager
RBC
AB
- Full-time
As an Associate Portfolio Manager, you are a key member of a professional team charged with building and managing a high performance investment counselling franchise, the Associate works…
Added 8 hours ago
Administrative Coordinator, Academic Reviews
University of Toronto
Toronto, ON
…faculty and serving as a key administrative support for the Associate Dean, Faculty and Academic Life and their broader portfolio. Working closely with the Manager, Governance and Academic…
Added 2 days ago
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Material Planner
Napoleon
Barrie, ON
- Full-time
Exclusive Associate discounts on our award-winning products
Added 2 days ago
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Buyer, Investment
Initiative
Toronto, ON
- Full-time
…Supervisor/Manager in preparing all written documentation for the Planner or Client (e.g.: pre-buy/post-buy reports, media evaluations/recommendations, and other pertinent…
Added 2 days ago
NR
Associate Portfolio Manager
North Road Investment Counsel
AB · Edmonton, AB
- Full-time
…high-growth, investment management practice and are in need of an Associate Portfolio Manager to service our growing client…
Added 3 days ago
RB
Associate Portfolio Manager
Royal Bank of Canada
Toronto, ON
- Full-time
A member of RBC Phillips, Hager & North Investment Counsel, the Associate Portfolio Manager works with experienced investment counsellors to construct customized investment strategies for…
Added 3 days ago
T
PIA Client Relationship Associate
TD
Concord, ON · Toronto, ON
- Full-time
…so, then apply for the position of PIA Client Relationship Associate today. In this role, you will provide business and relationship management as well as planning support to Investment…
Added 3 days ago
AG
Buyer, Investment
Adelphi Group
Toronto, ON
- Full-time
…Supervisor/Manager in preparing all written documentation for the Planner or Client (e.g.: pre-buy/post-buy reports, media evaluations/recommendations, and other pertinent…
Added 3 days ago
AG
Buyer, Integrated Investments
Adelphi Group
Toronto, ON
- Full-time
…Supervisor/Manager in preparing all written documentation for the Planner or Client (e.g.: pre-buy/post-buy reports, media evaluations/recommendations, and other pertinent…
Added 3 days ago
R
Associate Portfolio Manager
RBC
Toronto, ON
- Full-time
A member of RBC Phillips, Hager & North Investment Counsel, the Associate Portfolio Manager works with experienced investment counsellors to construct customized investment strategies for…
Added 3 days ago
AC
Project Manager
Acute Care Alberta
AB · Alberta, Canada
- Full-time
…that improve how ACA oversees acute care. We're looking for a planner, skilled communicator, and natural relationship-builder who is curious, adaptable, and energized by continuous…
Added 3 days ago
T
Associate Planner - Chatham, ON
TD
Chatham-Kent, ON · Sarnia, ON · Windsor, 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 3 days ago
T
Associate Planner - Hanover, ON
TD
Hanover, ON · Walkerton, 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 3 days ago
T
Associate Planner - Kemptville
TD
Kemptville, ON · Prescott, 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 3 days ago
T
Associate Planner - London, ON
TD
London, 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 3 days ago
TP
Maintenance Planner
TOPPAN Packaging Americas
Terrebonne, QC
- Full-time
Added 3 days ago
RD
Associate Wealth Advisor
RBC Dominion Securities
Ottawa, ON
- Full-time
Wealth Management Essentials, Qualified Associate Financial Planner (QAFP), and Certified Financial Planner (CFP) an asset
Added 3 days ago
C
Financial Planner II (CIRO-ID)
CIBC
Brampton, ON
- Full-time
…Dealer (CIRO-ID). You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP)…

Associate Planner - Chatham, ON

Chatham-Kent, ON, Canada
Sarnia, ON, Canada
Windsor, ON, Canada

Full-time

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Job details

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: Oct 23, 2026

Original job description

Work Location:

Chatham, 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

You will build and grow a client portfolio through proactive business development and networking while delivering holistic financial planning advice. Additionally, you will leverage data tools to analyze results and provide smart, personalized financial guidance to help clients achieve their goals.

Requirements

The role requires 3–5 years of experience in banking or financial services and the successful completion of the Canadian Investment Regulatory Exam (CIRE). Candidates must also be committed to obtaining their Certified Financial Planner (CFP) designation within the first three years.

Skills

Financial planning
Business development
Investment advice
Prospecting
Cold calling
Networking
Risk management
Data analysis
Market research
Communication
Problem-solving
Team collaboration
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 Planner
Wealth Management
CIRE
CIRO
CFP
Investment
Banking
Client Acquisition
Portfolio Management
Financial Services
Networking
Risk Management
Data Analysis
Sales
Relationship Building
Financial Trends
Regulatory Compliance
Business Development

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