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Added 11 mins ago
People & Talent Specialist - DPM
Tridel Group of Companies
Toronto, ON
…Greater Toronto Area (GTA). Recognized as the #3 condominium manager in Canada by the REMI Network, we pride ourselves on our commitment to excellence and integrity in all aspects of our…
Added 11 mins ago
Digital Media Specialist
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…services, infrastructure lending, commercial projects, and development mandate. IO delivers some of the most complex, ambitious commercial and land development solutions for the Province…
Added 11 mins ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
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…assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and…
Added 11 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Kamloops, BC
…assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and…
Added 11 mins ago
Engineering Outreach Manager - Limited Term
ontariotechu
Oshawa, ON
Outreach Manager provides oversight on the successful development,
Added 11 mins ago
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Personal Banking Associate - Monkland (18.75 hours)
TD
Montreal, QC
- Part-time
…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…
Added 11 mins ago
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Personal Banking Associate - Saint-Hyacinthe (Full Time)
TD
Saint-Hyacinthe, QC
- Full-time
…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…
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Personal Banking Associate
TD
Brockville, ON
- Full-time
…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…
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FP Client Service Associate
TD
Toronto, ON · Calgary, AB
- Full-time
…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…
Added 11 mins ago
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Personal Banker
TD
Toronto, ON
- Full-time
…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…
Added 11 mins ago
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Customer Success Manager (AMER)
ApprovalMax
Toronto, ON
- Full-time
ApprovalMax is on the lookout for a motivated Customer Success Manager to join its dedicated Toronto team. In this role, you will act as a trusted advisor to our customers, helping them…
Added 11 mins ago
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Seasonal Retail Sales Consultant - Part Time - Quartier DIX30, QB
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- Part-time
Many of our Sales Consultants grow into leadership or specialist roles such as Store Manager, Trainer or Visual Merchandiser roles. We support your development so you can build a career…
Added 14 mins ago
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Service Operations - Placement Year
BMW Group
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- Internship
Assist in the development of new processes and procedures.
Added 14 mins ago
JD
GESTIONNAIRE DE COMPTE LIGNES COMMERCIALES/ CLIENT MANAGER, COMMERCIAL LINES
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- $70,000 to $90,000 CAD / year
- Full-time
Client development/relationship management experience
Added 14 mins ago
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Geotechnical Engineer
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- Full-time
CIMA+’s Geotechnical Department is looking for a Geotechnical Project Manager for its Montreal office. When you join our team, you’ll be working in a multidisciplinary group comprising…
Added 14 mins ago
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Accounting Manager (Future Opportunities) - Expression of Interest
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- $110,000 to $130,000 CAD / year
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Financial Planner- St Thomas
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The Sales Account Manager works to develop new and potential accounts within a defined territory of Fire Safety and Protection LLC (FSP). The Sales Account Manager will provide expert…
Added 25 mins ago
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As the Senior Manager, Healthcare & Professional Banking, you will lead a dynamic team of specialists dedicated to serving the healthcare and professional sectors. This role offers a unique…
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This position reports directly to the Manager, Finance & Tax and has an indirect functional reporting relationship to Corporate Finance. This role works closely with internal teams,…
Added 25 mins ago
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Financial Planner

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

Full-time

Apply About employer

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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

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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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