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Added 4 hours ago
NB
Banking advisor
National Bank of Canada
Gatineau, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 6 hours ago
FH
Pharmacist, Community Pharmacy Services - Downtown Community Health Clinic - Vancouver
Fraser Health Authority
Vancouver, BC
- $54.49 to $68.1 CAD / hour
- Part-time
Provides medication counselling regarding drug therapy to clients and/or their representative, as required. Provides allergy assessment and medication counselling for appropriate clients.…
Added 8 hours ago
CS
SIL Outreach Support Worker (FT) - Edmonton SIL
Catholic Social Services Alberta
AB · Edmonton, AB
- Full-time
Catholic Social Services is currently seeking a full-time, 40 hours per week, SIL Outreach Support Worker in EDMONTON. Providing excellent client-centered care, you are confident,…
Added 8 hours ago
CS
Community Home Care Worker (Healthcare Worker II, Casual)
Catholic Social Services Alberta
Red Deer, AB
- Internship
At Catholic Social Services, we know community care is about more than tasks - it’s about relationships, dignity, and showing up when it matters most. We’re looking for compassionate Health…
Added 10 hours ago
TA
Sales Representative
The Acquisition Group
AB
- Full-time
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Added 10 hours ago
Pre-Planning Director
Arbor Memorial Inc
Trois-Rivières, QC
Complexe Funéraire J.D. Garneau, located at , Trois-Rivières, Quebec is currently recruiting a full-time Pre-Planning Sales Representative to join our Sales Office.
Added 10 hours ago
AM
Pre-Planning Director
Arbor Memorial Inc
Edmonton, AB
- Full-time
Evergreen Memorial Gardens, located at Edmonton, Alberta is currently recruiting a full-time Pre-Planning Sales Representative to join our Sales Office.
Added 10 hours ago
NN
Health Care Aides – Peace River
Nurse Next Door Home Care Services
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- Full-time
Execute on the client’s care plan as outlined by the Care Designer
Added 10 hours ago
NN
Caregiver / Companion Cold Lake – MUST DRIVE!
Nurse Next Door Home Care Services
AB · Alberta, Canada
- Full-time
Execute on the client’s care plan as outlined by the Care Designer
Added 10 hours ago
C
Client Service Representative
CIBC
Maple Ridge, BC · Mission, BC · Pitt Meadows, BC
- Part-time
…fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s…
Added 11 hours ago
AC
Représentant Des Comptes Clients
Aston Carter
Montreal, QC
- $32 to $40 CAD / hour
- Contract
…Il ou elle agit comme personne-ressource principale pour le client et comme lien stratégique entre latelier de réparation et le client, en gérant les services de réparation de moteurs et en…
Added 11 hours ago
AC
Représentant Des Comptes Clients
Aston Carter
Longueuil, QC
- $32 to $40 CAD / hour
- Contract
…Il ou elle agit comme personne-ressource principale pour le client et comme lien stratégique entre latelier de réparation et le client, en gérant les services de réparation de moteurs et en…
Added 11 hours ago
M
Director of Engineering - Mortgage Creditor Insurance
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Toronto, ON · Waterloo, ON
- Full-time
Lead your teams to redesign and build client facing technology systems in support of our Insurance and Affinity business in Canada
Added 13 hours ago
AE
Field Sales Representative - Fire Safety & Security Systems
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Field, BC
- Full-time
Visiting factories and facilities, presenting our services, filing visit reports, and following up with clients through to contract.
Added 15 hours ago
Maintenance Enforcement Officer (Program Admin Officer 3) (Relief)
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The Justice Supports and Services Division of the Department of Justice consists of three programs: each providing Nova Scotians access to critical programming and support. The Maintenance…
Added 17 hours ago
A
Claims Specialist, Design Professional - Canada
AXA
Toronto, ON · Montreal, QC · Vancouver, BC · Calgary, AB
- Full-time
Must possess and maintain a valid Representative’s Certificate for Commercial-lines claims adjustment in compliance with AMF requirements.
Added 19 hours ago
ES
Bilingual Business Development Coordinator - French (Telemarketer)
Embark Student Corp.
Remote, Canada
- $21 to $23 CAD / hour
- Temporary
- Remote
…you will be required to introduce the company and explain its services to the potential client, qualify them to ensure they are a good fit for the services offered, and schedule…
Added 20 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Chit Chats
Calgary, AB
- Full-time
The Sales Representative’s responsibilities include: sourcing and following up with leads, conducting discovery calls, qualifying opportunities based on client fit, preparing proposals or…
Added 20 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Chit Chats
Toronto, ON
- Full-time
The Sales Representative’s responsibilities include: sourcing and following up with leads, conducting discovery calls, qualifying opportunities based on client fit, preparing proposals or…
Added 20 hours ago
S
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Added 22 hours ago
CW
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Added 23 hours ago
AA
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Added 23 hours ago
NC
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Added 1 day ago
EC
Technical Services Representative, Delta Ottawa City Centre (Union)
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- Full-time
The Technical Services Representative plays a key-role in the operations as he/she set up, operating and dismantling audio visual equipments.
Added 1 day ago
RV
Client Service Representative - Veterinary
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Burlington, ON
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…community? BEVS is looking for a friendly and compassionate Client Care Representative to join our…

Financial Planner

Vaughan, ON, Canada
Maple, ON, Canada
Bolton, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 25, 2026
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Oct 16, 2026

Original job description

Work Location:

Bolton, 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

Apply About employer

More about this job

Responsibilities

The Financial Planner will build and manage a portfolio of mass affluent clients by providing holistic financial advice and conducting in-depth financial reviews. They are responsible for driving business growth, fostering long-term client relationships, and collaborating with the team to achieve service excellence.

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
Financial analysis
Risk management
Problem-solving
Communication skills
Mentoring
Strategic planning
Regulatory compliance

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
Investment Advice
Financial Planning
Business Development
Client Relationships
Registered Representative
CIRO
Certified Financial Planner
CFP
QAFP
Risk Management
Portfolio Management
Sales
Financial Reviews
Regulatory Requirements
Economic Trends
Mentoring

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