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Added 2 hours ago
M
Bilingual Financial Education Specialist
Manulife
Montreal, QC
- Full-time
…investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations. The teams operating hours are between 9:00 am to…
Added 5 hours ago
MC
Senior Product Manager - Brokerage Clearing and Settlement System
Moomoo Canada
Toronto, ON · North York, ON
- Full-time
…Inc. (NASDAQ: FUTU), a global leader in online brokerage and wealth management solutions. Moomoo is one of the most trusted and innovative retail trading platforms, serving over 24 million…
Added 5 hours ago
R
Associate Wealth Advisor / Financial Planner
RBC
Vancouver, BC
- Full-time
Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track…
Added 5 hours ago
R
Associate
RBC
Vancouver, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 5 hours ago
R
Associate Advisor
RBC
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 10 hours ago
T
In-Person Career Event - TD Wealth, Financial Planning - Vancouver - Oct 20th, 2026
TD
Burnaby, BC · Coquitlam, BC · Port Coquitlam, BC · Richmond, BC · Surrey, BC · Vancouver, BC
- Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The…
Added 10 hours ago
T
Audit Manager I, Wealth Canada Audit (1121)
TD
Toronto, ON
- Full-time
…documentation), test scripts (development and execution), and issue management (identification and capturing in the…
Added 10 hours ago
T
Audit Manager I, Wealth Canada Audit (1144)
TD
Toronto, ON
- Full-time
…documentation), test scripts (development and execution), and issue management (identification and capturing in the…
Added 10 hours ago
T
Financial Planner-North Shore
TD
North Vancouver, BC
- Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The…
Added 10 hours ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 10 hours ago
T
Financial Planner
TD
Maple, ON · Vaughan, ON
- Full-time
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Added 10 hours ago
T
PIA Client Service Associate
TD
Regina, SK
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 11 hours ago
C
Universal Banker - Secondment
CIBC
Fort McMurray, AB
- Full-time
…forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their…
Added 14 hours ago
C
Financial Services Representative - Mascouche
CIBC
Mascouche, QC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 15 hours ago
Inside Sales Representative, Dynamic
Scotiabank
Toronto, ON
…then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic…
Added 17 hours ago
RB
Chief Investment Strategist (RBC PH&N IC)
Royal Bank of Canada
Toronto, ON
- Full-time
…spokesperson for the business, and possibly at times on behalf of RBC Wealth Management Canada on mainstream and social media…
Added 17 hours ago
EJ
Canada Registered Branch Associate Trainee
Edward Jones
Mississauga, ON
- Full-time
Wealth Management Essentials (WME) (within 30 months of registration)
Added 19 hours ago
RD
Senior Associate
RBC Dominion Securities
Vaughan, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 21 hours ago
R
Chief Investment Strategist (RBC PH&N IC)
RBC
Toronto, ON
- Full-time
…spokesperson for the business, and possibly at times on behalf of RBC Wealth Management Canada on mainstream and social media…
Added 21 hours ago
R
Senior Associate
RBC
Vaughan, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 21 hours ago
C
Financial Service Representative II
CIBC
Winnipeg, MB
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 21 hours ago
C
Universal Banker I
CIBC
Edmonton, AB
- Full-time
…forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their…
Added 22 hours ago
HI
Client Care Representative - Auto Insurance Trainee
HUB International
Tumbler Ridge, BC
- Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Added 22 hours ago
RB
Senior Associate
Royal Bank of Canada
Vaughan, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 23 hours ago
SW
ScotiaMcLeod Investment Advisor
Scotia Wealth Management
Toronto, ON
- Full-time
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…

Financial Planner

Maple, ON, Canada
Vaughan, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 11, 2026
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Sep 29, 2026

Original job description

Work Location:

Vaughan, 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

Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and aspirations.

We offer a unique entrepreneurial business model where you will have the opportunity to build your portfolio from the ground up. Compensation is commission-based, with a guaranteed base salary during the first four years. In addition, we provide competitive benefits to ensure a stable and motivating environment, ideal for developing your client base.

In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your responsibilities will include:

Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance

Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices

Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence

Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives

Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning

Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment

Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite

Engaging fully as a valued team member and contributing to a positive, service-oriented workplace

What We’re Looking For

Bachelor’s degree preferred

3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)

Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory Organization (CIRO), if not currently licensed

Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role.
- CFP Eligibility requirements: University Degree OR meet one of the following:
- Up to 10 years of qualifying work experience
- Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying

Key Skills That Set You Apart

A genuine passion for financial planning and a drive to help clients realize their financial and life goals

An entrepreneurial mindset with experience in business development, networking, and high-value sales

A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements

Exceptional interpersonal and problem-solving abilities for building lasting client relationships

Excellent communication skills, with the flexibility to collaborate within a team or work independently, always focused on supporting and connecting with others

If you’re ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.

*Italian, Croatian or Spanish language considered and asset*

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

The Financial Planner will partner with clients to conduct in-depth financial reviews and provide holistic advice to help them achieve their life goals. Additionally, the role involves driving business growth through networking and leveraging data-driven insights to evaluate financial programs.

Requirements

Candidates should have 3–5 years of experience in banking services and a bachelor's degree is preferred. A willingness to obtain Registered Representative (RR) licensing and a commitment to achieving the Certified Financial Planner (CFP) designation are required.

Skills

Financial planning
Investment advice
Business development
Networking
High-value sales
Data-driven insights
Risk management
Problem-solving
Communication skills
Mentoring
Financial analysis
Regulatory compliance
Service excellence

Benefits

Health benefits
Savings programs
Retirement programs
Paid time off
Banking benefits
Discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Wealth Management
Banking
Investment Advice
Business Development
Client Relationships
Financial Reviews
Risk Management
CIRO
Registered Representative
CFP
QAFP
Entrepreneurial
Sales
Networking
Economic Trends
Regulatory Requirements
Mentoring
Service Excellence
Portfolio Building

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