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Added 24 mins ago
CC
Sales Representative - Uniform
Cintas Canada
Sault Ste. Marie, ON
- Full-time
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 24 mins ago
CC
Sales Representative - Facility Services
Cintas Canada
Hamilton, ON
- Full-time
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 24 mins ago
AG
Field Representative - Alcoholic Beverages
Acosta Group
Brampton, ON
- Contract
Communicate effectively with store staff regarding tasks, sales activities, promotions, client objectives and work completed.
Added 24 mins ago
AG
Field Representative - Alcoholic Beverages
Acosta Group
London, ON
- Full-time
Communicate effectively with store staff regarding tasks, sales activities, promotions, client objectives and work completed.
Added 39 mins ago
A
Senior Wealth Advisor
ATB
Innisfail, AB · Red Deer, AB · Rocky Mountain House, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 39 mins ago
A
Senior Wealth Advisor
ATB
Grande Prairie, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 39 mins ago
EC
CPS C&I National Sales Manager
Eaton Corporation
Airdrie, AB · Calgary, AB · Edmonton, AB · Delta, BC · Burlington, ON · Milton, ON · Mississauga, ON · Ottawa, ON · Toronto, ON · Windsor, ON · Brossard, QC · Montreal, QC
- Full-time
The Critical Power Solutions (CPS) Commercial/Industrial (C&I) Sales Manager (NSM) position requires a highly motivated, preferably competitive personality, with strong leadership and…
Added 46 mins ago
CC
Sales Representative
Carlson Construction Group
North Vancouver, BC
- Full-time
Meet or exceed established sales targets and business development objectives.
Added 46 mins ago
H&
Client Ambassador - Cornwall
Hillberg & Berk
Regina, SK
- Part-time
We are a customer and employee centric business with ambitious growth plans. We are excited about the future of delighting our customers, innovating our product, growing our business along…
Added 46 mins ago
MI
CN - Business Development Associate
MSC Industrial Supply Co.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Strategic Account Representative is responsible for the development of long-term profitable sales growth through the opening of new, large accounts within a defined geographic area…
Added 46 mins ago
SP
Director, Strategic Partnerships & Campaign Communications
St. Paul's Foundation
Vancouver, BC
- $102,000 to $155,000 CAD / year
- Full-time
Strategic Leadership & Opportunity Development
Added 1 hour ago
C
Software Developer Embedded Systems I (Co-op) - Canada
Cisco
AB · Ottawa, ON · Toronto, ON · Montreal, QC · Kanata, Ontario · Calgary, Alberta · Saint-Laurent, Quebec
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 1 hour ago
R
Commercial FX Advisory Sales
RBC
Toronto, ON
- Full-time
FX Risk Solutions Sales is responsible for developing and strengthening client relationships through the delivery of customized foreign exchange risk management solutions. This…
Added 1 hour ago
C
Software Developer Full Stack / Backend I (Co-op) - Canada
Cisco
Toronto, ON
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 1 hour ago
C
Software Developer Embedded Systems I (Co-op) - Canada
Cisco
Toronto, ON
- Full-time
…but could open in the near future. When you apply, a Cisco representative may contact you directly if a relevant position…
Added 2 hours ago
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Field Sales Representative - Calgary & Surrounding Area
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Calgary, AB
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Added 2 hours ago
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OSL Retail Services Inc
Calgary, AB
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Added 2 hours ago
QR
Merchandiser Representative
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Under the supervision of the Industrial Sales Manager, the Merchandiser Representative will be responsible for supporting the sales and specification team with updating client showrooms,…
Added 2 hours ago
S
Media Sales Strategist – New Glasgow, NS
Stingray
New Glasgow, NS
- Full-time
Drive revenue growth and achieve revenue targets through consultative sales and development of strategic proposals. Manage and grow your client base while identifying new business…
Added 2 hours ago
BB
Représentant(e) principal(e) des services techniques en magasin / Senior Store Technical Service Representative
Best Buy Canada
NS
- Full-time
You’ll love it here! We are hiring immediately for a senior store technical service representative, which we call a senior in-store agent. In this role, you will provide technical support…
Added 2 hours ago
HI
Client Care Representative - Auto Insurance Trainee
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- Full-time
As an Auto Associate, you’ll play a key role in driving business success. You’ll actively sell insurance solutions, hit performance targets, and deliver an exceptional customer experience.…
Added 3 hours ago
RB
Commercial FX Advisory Sales
Royal Bank of Canada
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- Full-time
FX Risk Solutions Sales is responsible for developing and strengthening client relationships through the delivery of customized foreign exchange risk management solutions. This…
Added 3 hours ago
Assistant Store Manager - BOSS St. Bruno
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Saint-Bruno-de-Montarville, QC
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 3 hours ago
S
Director of Training (H2Safety)
SGS
Calgary, AB
- $90,000 to $140,000 CAD / year
- Full-time
…the department budget and instructor capacity, and works with Sales and senior leadership to grow training revenue with existing and new clients. The role combines leadership of the…
Added 3 hours ago
S
Director of Training (H2Safety)
SGS
Calgary, AB
- $90,000 to $140,000 CAD / year
- Full-time
…the department budget and instructor capacity, and works with Sales and senior leadership to grow training revenue with existing and new clients. The role combines leadership of the…

Associate Planner - Chatham, ON

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

Full-time

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Applications open in a new tab.

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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