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Added 11 mins ago
AY
Client Services Coordinator
Avison Young | Canada
Toronto, ON
- Full-time
Added 11 mins ago
MW
Advisor - Conseiller(ère) | Manulife Wealth
Manulife Wealth
Montreal, QC
- Full-time
Added 11 mins ago
AA
Customer Service Representative/Service Advisor (North York-Thornhill)
Assured Automotive
Vaughan, ON
- Full-time
Added 11 mins ago
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OpenText Exstream SME / CCM Solution Architect
Yochana
Toronto, ON
- Full-time
Added 11 mins ago
LF
Securities Administrator (Vancouver/Toronto)
Leede Financial Inc.
Vancouver, BC
- Full-time
Leede Financial is one of Canada’s leading full-service investment dealers and provides a full range of investment products and services to clients all across Canada. Our diverse group of…
Added 11 mins ago
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Estate Planning Attorney
W3Global
Vancouver, BC
- $130,000 to $160,000 CAD / year
- Full-time
Added 27 mins ago
M
Accountant, Assurance and Accounting
MNP
ON · Sudbury, ON
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that…
Added 40 mins ago
GP
Business Development Sales Representative
Global Payments Inc.
Vancouver, BC
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our…
Added 40 mins ago
A
Senior Manager, Data Governance Implementation
Aviso
Toronto, ON
- $115,000 to $135,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 40 mins ago
NB
Private Relationship Banker
National Bank of Canada
Rouyn-Noranda, QC
- Full-time
…National Bank means acting as a credit professional and providing financial planning advice to a high-net-worth clientele. Through your relationship-building and business development…
Added 40 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Bromont, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 40 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Amherst, QC · Saint-Rémi-d’Amherst, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 40 mins ago
LS
Director of Business Operations – Construction Sector
Lock Search Group
Kamloops, BC
- Full-time
Added 40 mins ago
NB
Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
The Angus Watt Advisory Group at National Bank Financial Wealth Management provides investment management, financial planning, and wealth advisory solutions to individuals, families,…
Added 40 mins ago
NB
Associate Wealth Advisor
National Bank of Canada
Calgary, AB
- Full-time
trusted advisor to clients, helping them achieve their financial goals at every
Added 42 mins ago
BG
Customer Service Representative/Service Advisor (North York-Thornhill)
Boyd Group Services
Toronto, ON · Thornhill, ON
- Full-time
Added 42 mins ago
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Senior Manager, Commercial Cards Fraud Strategy
BMO
Toronto, ON · Halifax, NS · FCP
- Full-time
Works with stakeholders to deliver project/program/initiative business results in alignment with overall Financial Crimes group goals. Provides subject matter expertise in the design,…
Added 42 mins ago
KS
In-Store Sales Advisor (Full-Time/Part-Time) - Red Deer, AB
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Red Deer, AB
- Full-time
- Part-time
…meeting customers where they shop and helping them discover a financial product from one of Canada's trusted brands. If you love sales, enjoy face-to-face conversations, and want a role…
Added 42 mins ago
KS
In-store Credit Sales Advisor - Winnipeg, MB
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Winnipeg, MB
- Full-time
…meeting customers where they shop and helping them discover a financial product from one of Canada's trusted brands. If you love sales, enjoy face-to-face conversations, and want a role…
Added 42 mins ago
AW
Senior Manager, Data Governance Implementation
Aviso Wealth
Remote, Canada
- $115,000 to $135,000 CAD / year
- Full-time
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 42 mins ago
Manager, Client Growth & Lead Generation - Tangerine
Scotiabank
Toronto, ON
Added 42 mins ago
Senior Investment Specialist
Recrute Action
Montreal, QC
Added 42 mins ago
Assistant Director, Academic Financial Operations (Term)
University of Toronto
Mississauga, ON
Added 42 mins ago
Manager, FP&A Corporate Groups
Bell
Toronto, ON
Added 57 mins ago
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Associate, Financial Planning (Colin Ryan Wealth Management)
Wellington-Altus
Winnipeg, MB
- Full-time
…top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more than $55 billion in assets under administration and…

Financial Planner

Grimsby, ON, Canada
Niagara Falls, ON, Canada
St. Catharines, ON, Canada
London, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 8, 2026
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Oct 6, 2026

Original job description

Work Location:

St. Catharines, 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.

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

Apply About employer

More about this job

Responsibilities

The Financial Planner will partner with mass affluent clients to conduct in-depth financial reviews and provide tailored investment advice to help them achieve their goals. Additionally, the role involves driving business growth through networking and business development while maintaining a strong culture of risk management.

Requirements

Candidates should have 3–5 years of experience in banking services and a bachelor's degree is preferred. Applicants must be willing to obtain Registered Representative (RR) licensing and commit to achieving the Certified Financial Planner (CFP) designation within three years.

Skills

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

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
TD Wealth
Wealth Management
Banking Services
Investment Advice
Business Development
Client Relationships
Financial Planning
Registered Representative
RR
CIRO
Certified Financial Planner
CFP
Risk Management
Financial Reviews
Sales
Networking
Economic Trends
Regulatory Requirements
Portfolio Management

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