Financial advisor jobs in Milton, ON and nearby

Within 25 km

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Added 1 day ago
RB
Financial Planner
Royal Bank of Canada
Burlington, ON
- Full-time
As an RBC Financial Planner, you will participate in the evolution of a new and exciting role that brings comprehensive financial planning to emerging mass affluent clients. You're joining…
Added 1 day ago
RB
Financial Planner
Royal Bank of Canada
Burlington, ON
- Full-time
As an RBC Financial Planner, you will participate in the evolution of a new and exciting role that brings comprehensive financial planning to emerging mass affluent clients. You're joining…
Added 1 day ago
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Financial Advisor
C2inc.
Waterdown, ON
- Full-time
At C2 Private Wealth we value clarity, simplicity, and wellbeing. We are looking for a Financial Advisor to join our team who feels the same way we do! If you can answer a resounding yes to…
Added 2 days ago
Senior Financial Advisor - Dixie & Eglinton, Mississauga, Ontario
Scotiabank
Mississauga, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 5 days ago
Senior Financial Advisor - Chinguacousy & Queen, Brampton, ON
Scotiabank
Brampton, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 5 days ago
Banking Advisor Trainee - Dundas & Appleby Line Branch
Scotiabank
Burlington, ON
Added 6 days ago
C
Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]
CIBC
Mississauga, ON · Brampton, ON
- Full-time
…through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Financial Planner in the Imperial Service Team, you’ll expertly…
Added 6 days ago
C
Associate Financial Advisor
CIBC
Mississauga, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 8 days ago
C
Associate Financial Advisor
CIBC
Brampton, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 8 days ago
T
Financial Planner
TD
Brampton, ON
- Full-time
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…
Added 8 days ago
T
Financial Planner
TD
Brampton, ON
- Full-time
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…
Added 9 days ago
RB
Banking Advisor Intern
Royal Bank of Canada
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 9 days ago
Financial Advisor - Waterdown, Dundas
Scotiabank
Hamilton, ON
Added 10 days ago
R
Banking Advisor Intern
RBC
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 10 days ago
RB
Banking Advisor Intern
Royal Bank of Canada
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 10 days ago
Senior Financial Advisor- Clairfields Centre Branch
Scotiabank
Guelph, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 10 days ago
Senior Financial Advisor-Acton
Scotiabank
Acton, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 10 days ago
R
Banking Advisor Intern
RBC
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 10 days ago
Senior Financial Advisor - Applewood Village, Mississauga, ON
Scotiabank
Mississauga, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 12 days ago
T
Mandarin/Cantonese/English Banking Advisor
TEKsystems
Mississauga, ON
- $24 to $25 CAD / hour
- Contract
Hybrid schedule only 1 day per week in office · Able to work a hybrid schedule (1 day per week in office)
Added 12 days ago
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Financial Planner
BMO
Oakville, ON
- Full-time
…performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers…
Added 18 days ago
R
Banking Advisor - Brampton & Mississauga (Bilingual: Mandarin, Cantonese, Arabic, Tagalog)
RBC
Brampton, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 18 days ago
C
Associate Financial Advisor (Multiple Locations)
CIBC
Brampton, ON · Burlington, ON · Milton, ON · Mississauga, ON · Oakville, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 19 days ago
T
Financial Planner
TD
Brampton, ON
- Full-time
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…
Added 26 days ago
PF
Financial Services Consultant
Primerica Financial Services
Brampton, ON
- Full-time
Company Description Primerica Financial Services is a leading financial services company dedicated to helping middle-income families across North America build a more secure financial…

Financial Planner

Brampton, ON, Canada

Full-time

Apply on td.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 30, 2026
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Nov 6, 2026

Original job description

Work Location:

Brampton, 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 on td.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Financial Planner will partner with mass affluent clients to conduct in-depth financial reviews and deliver expert, holistic advice. They are responsible for building a client portfolio, driving business growth, and collaborating with the team to ensure 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
Risk management
Problem-solving
Communication skills
Mentoring
Financial analysis
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
Mass Affluent
Financial Planning
Investment Advice
Business Development
Client Relationships
Registered Representative
CIRO
Certified Financial Planner
CFP
QAFP
Risk Management
Banking Services
Portfolio Management
Financial Reviews
Economic Trends
Regulatory Requirements
Sales

Seniority

Mid level

Perks

Generous paid time off
Retirement plan
Performance bonus
Employee discount
Wellness program

Licences and certifications

RR (Registered Representative)
CFP (Certified Financial Planner)

Languages

English

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Financial advisor jobs in Milton, ON and nearby