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Added 4 mins ago
SENIOR BUSINESS ANALYST LEAD TORONTO BUILDING
City of Toronto
Toronto, ON
To support and advance the Division's business transformation and modernization priorities, the Senior Business Analyst Lead will lead the development, management and maintenance of…
Added 15 mins ago
PC
Transaction Services Senior Associate - Financial Services (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
…originate, create, execute, and realise value from deals. Through data driven insights we help our clients move in the right direction ensuring maximum value for their company. Our team…
Added 15 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
This role sits at the heart of the business, providing forward-looking insights, challenging assumptions, and driving performance across the business. You will play a critical role in…
Added 15 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Translate financial information into actionable business insights that improve profitability, working capital, cash flow, and operational performance.
Added 15 mins ago
S
Marketing Manager - B2B
Swoon
Toronto, ON
- Contract
Monitor campaign performance, analyze results, and turn data into actionable recommendations to improve engagement and business outcomes.
Added 15 mins ago
LM
Actuarial Co-Op Student (May 2027 Start Date)
Liberty Mutual Canada
Toronto, ON
- $24 to $41 CAD / hour
- Contract
Be able to build and develop programming models that start with basic data and follow the conceptual path to a business objective.
Added 15 mins ago
RC
Renewable Energy Analyst (Remote Working)
Renewable Careers
Canada
- Full-time
Communication Skills: The ability to translate dense, technical scientific metrics into clear, actionable business insights for non-technical stakeholders.
Added 15 mins ago
HT
Applications Engineer
Husky Technologies
Bolton, ON
- Full-time
Apply a data-driven, first-principles approach, leveraging scientific modeling, experimentation, and advanced analytics to understand, predict, and optimize complex physical phenomena.
Added 15 mins ago
M&
Senior HR Engagement Analyst
McLean & Company
London, ON · Toronto, ON
- Full-time
Survey Results: Analyzes quantitative and qualitative data from an organization’s employee survey(s), identifies
Added 15 mins ago
SF
Associate Director, Culture & Workforce Capability
SickKids Foundation
Toronto, ON
- Full-time
Analyze employee feedback, engagement data, demographic insights, and organizational trends to identify opportunities related to culture, retention, skills development, inclusion, and…
Added 15 mins ago
AS
Member Experience & Insights Manager
Alterna Savings
Burlington, ON · Toronto, ON
- Full-time
Lead the data analysis efforts and help translate vision into action by making insights and recommendations digestible and actionable,
Added 19 mins ago
US
Commercial Account Executive - Canada
Upwind Security
Toronto, ON
- Full-time
…to identify and prioritize critical risks, providing precise insights and efficient cloud security management. Unlike traditional tools, Upwind uses runtime data proactively for risk…
Added 33 mins ago
DATA ANALYST
Boutique La Vie En Rose
Montreal, QC
As a Data Analyst, you will play a central role in strategic business intelligence projects. In addition to providing guidance to various business units, you will be responsible for…
Added 34 mins ago
TF
Account Manager
The Foray Group
Markham, ON
- Part-time
…relationships, managing prospect information in the CRM, and closing new business. This role is a hybrid position with the majority of time spent making contact via phone, video…
Added 34 mins ago
AG
Assistant, Media
Adelphi Group
Toronto, ON
- Full-time
This role requires you to work as part of an integrated media planning team to ensure the product is grounded in insights and experience, resulting in flawless media executions.
Added 36 mins ago
CM
Senior Buyer (Video & Audio)
Cossette Media
Toronto, ON
- Full-time
With eight offices spanning markets throughout the US and Canada, we serve as collaborative business partners to some of the world’s best North American brands, including Alaska Airlines,…
Added 39 mins ago
Senior Product Coordinator
Okanagan College
Kelowna, BC
Reporting to the Associate Director, Digital Experience, the Senior Product Coordinator sits at the intersection of business, technology, and user experience - translating complex…
Added 39 mins ago
CP
HRIS Analyst
CAAT Pension Plan
Toronto, ON · Head Office
- Full-time
Design, develop and maintain custom reports, dashboards, and analytics to provide meaningful insights for business stakeholders.
Added 46 mins ago
T
AI2 Applied Machine Learning Scientist (Graduate)
TD
Toronto, ON
- Full-time
…exposure and experience to opportunities and to a variety of business areas within the Analytics Insights & AI team in-depth experience, complemented by programming, coaching, tools and…
Added 46 mins ago
T
Associate Planner - Chatham, ON
TD
Chatham-Kent, ON · Sarnia, ON · Windsor, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 46 mins ago
T
Associate Planner - Hanover, ON
TD
Hanover, ON · Walkerton, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 46 mins ago
T
Job Posting Title L&H Product Management Intern/Co-op (Winter 2027)
TD
Toronto, ON
- Full-time
Leverage data and analytical tools to transform information into actionable business insights.
Added 46 mins ago
D
Analyst, Media Effectiveness
dentsu
Toronto, ON
- Full-time
Comfortable working with data and using quantitative insights to support decision-making. Willing to work with spreadsheets, dashboards, and reports while developing analytical skills and…
Added 58 mins ago
C
Vice President, Sales & Marketing
CYBERWELL
ON · Ontario, Canada
- Full-time
…infrastructure. Whether it's a healthcare provider safeguarding patient data, a government agency defending critical systems, or a tech or financial firm scaling securely - our team helps…
Added 58 mins ago
SH
Senior Enterprise Architect
SE Health
Markham, ON
- Contract
…strategy. This role provides enterprise-wide leadership across business, application, information, data, AI, integration, infrastructure, cloud, and security architectures to ensure…

Associate Planner - London, ON

London, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 30, 2026
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:

London, 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. You are also responsible for analyzing data to provide smart financial guidance and maintaining a service-focused team culture.

Requirements

Candidates should have 3-5 years of experience in banking or financial services and a bachelor's degree is preferred. Successful completion of the Canadian Investment Regulatory Exam (CIRE) is required prior to the start date.

Skills

Financial planning
Business development
Investment advice
Prospecting
Cold calling
Networking
Data analysis
Risk management
Sales
Financial analysis
Communication
Problem-solving
Teamwork

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
QAFP
Investment
Banking
Client Acquisition
Financial Journey
Risk Management
Networking
Business Development
Portfolio Management
Financial Trends
Regulatory Compliance
Sales
Client-facing
Financial Services
Asset Management

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