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Added 2 mins ago
CG
Lead, Operations
Canada Goose
Ottawa, ON · Rideau Centre
- Full-time
Teach, coach, and demonstrate service and selling behaviours that drive relevant KPIs and reflect a luxury culture and help each team member become a highly accountable and effective brand…
Added 2 mins ago
B
Customer Service Representative
Brenntag
Canada / Goreway
- Full-time
The Customer Service Representative is responsible for creating a positive customer experience by providing timely communication based on customer needs. This position is responsible for…
Added 2 mins ago
D
Client Financial Services Agent
Desjardins
Quebec, QC · Saint-Augustin, QC · Caisse Desjardins de Cap-Rouge – Saint-Augustin
- Full-time
…communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development…
Added 2 mins ago
C
Financial Services Representative - Universal Banker - Beaconsfield, QC
CIBC
Beaconsfield, QC · Saint-Louis, QC
- Full-time
…meaningful difference in our clients' lives. As a Financial Services Representative - Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and…
Added 2 mins ago
C
Financial Services Representative II, TB Outbound (6 Month Contract)
CIBC
Toronto, ON
- Full-time
…reach their financial goals. As an Outbound Financial Services Representative, you’ll share your knowledge of products and campaigns with clients through outbound calls. You’ll engage in…
Added 2 mins ago
C
Associate Investment Advisor CIBC Wood Gundy (Commission only)
CIBC
London, ON
- Full-time
…management, trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s…
Added 2 mins ago
C
Financial Services Representative
CIBC
Estevan, SK
- 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 17 mins ago
A
Concierge - Bilingual Advisor (French) (Yaletown)
Aritzia
Vancouver, BC
- Part-time
…pivotal role in the experience of our clients, providing engaging service and exceptional selling & styling expertise every day. Your lifelong career in fashion might just start…
Added 42 mins ago
AT
Corporate sales representative
Arcane Technologies
Québec, QC
- $60,000 to $80,000 CAD / year
- Full-time
- On-site
Advertise and/or promote products, sales or services
Added 46 mins ago
FS
Inside Sales Representative
Friendly Senior Living
Medicine Hat, AB
- Full-time
S3 Group Ltd. is currently recruiting for Inside Sales Representatives to join our team based out of Swift Current, SK or Medicine Hat, AB. Handling multiple product lines, the ideal…
Added 47 mins ago
Equipment Service Support - Harvesting Heads
Tigercat | MacDonald Steel
Kamloops, BC · Prince George, BC · Williams Lake, BC · BC
Tigercat Industries Inc. is looking for a highly motivated, driven, and organized Product Support Representative for Harvesting Heads, covering British Columbia.
Added 1 hour ago
BB
Associé(e) saisonnier(ère) des ventes au détail
Best Buy Canada
Gatineau, QC
- Part-time
Paid training to build valuable customer service and sales skills
Added 1 hour ago
BB
Seasonal Retail Associate
Best Buy Canada
Charlottetown, PE
- Part-time
Paid training to build valuable customer service and sales skills
Added 1 hour ago
HI
Client Care Representative - Auto Associate
HUB International
Duncan, BC
- Full-time
A self-starter mentality with a strong drive to exceed performance and sales goals
Added 1 hour ago
HI
Client Care Representative - Personal Insurance Associate
HUB International
Duncan, BC
- Full-time
…valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner while educating clients in your excellent product knowledge in…
Added 1 hour ago
GP
Customer Service Representative
Genuine Parts Company
Vaughan, ON · UAPINC
- Full-time
Under close supervision, the Customer Service Representative is responsible for
Added 1 hour ago
IP
Direct Sales Representative
Intercity Packers Meat & Seafood
AB · Intercity Packers Edmonton-Alberta-ICP
- Full-time
As a result of our expanding sales strategy, Intercity Packers is looking for a Full Time Direct Sales Representative located in Edmonton, Alberta. Reporting to the Director of Sales, the…
Added 1 hour ago
HB
Assistant Manager - BOSS Store, St. Foy
HUGO BOSS Canada, Inc.
Ste.-Foy, QC
- Other
Communiquer efficacement pour former le personnel, offrir un service exceptionnel aux clients, créer de la valeur avec le groupe commercial et résoudre des problèmes d’ordre général.
Added 1 hour ago
BB
Technician II Service
Bosch Building Technologies North America
Toronto, ON
- Full-time
As a Technician II - Service with Bosh Building Technologies, you will collaboratively review, understand, analyze and implement installation blueprints and plans from Project Managers and…
Added 1 hour ago
AG
Field Representative - Alcoholic Beverages
Acosta Group
Ottawa, ON
- Full-time
Communicate effectively with store staff regarding tasks, sales activities, promotions, client objectives and work completed.
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Cambridge, ON
- $16 to $25.8 USD / hour
- Part-time
…customers. Stylists are responsible for providing 5-Star Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling…
Added 2 hours ago
BC
Bilingual Customer Service Representative (Permanent)
Bunzl Canada
Mississauga, ON
- Full-time
The Bilingual Customer Service Representative will assist customers by educating them on our products and services, answering questions, taking and entering orders, utilizing & maintaining…
Added 2 hours ago
MA
Technical sales representative
Maritime Auto Parts
Debert, NS
- From $32 CAD / hour
- Full-time
- On-site
Supervise activities of other technical sales specialists
Added 2 hours ago
BS
Customer Focused Field Tech
BRUSSELL SERVICES LLC
Field, BC
- Full-time
The Technical Field Representative Apprentice is responsible for performing routine service calls and sales. The Technical Field Representative Apprentice is responsible for performing…
Added 2 hours ago
TH
Merchandising Execution Associate Part-Time - 7245 Regina Northwest
The Home Depot Canada
Regina, SK
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…

Closed listing

Financial Planner

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

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Sep 27, 2026
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Sep 15, 2026

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Search current openings

Original job description

Archived listing. The details below describe a past opening.

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

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. They are also responsible for driving business growth through networking and maintaining strong, long-term client relationships.

Requirements

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

Skills

Financial planning
Investment advice
Business development
Networking
High-value sales
Data-driven insights
Financial analysis
Risk management
Mentoring
Problem-solving
Communication skills
Interpersonal skills
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
Financial Planning
Investment Advice
Business Development
CIRO
Registered Representative
CFP
Certified Financial Planner
Banking Services
Risk Management
Sales
Networking
Financial Analysis
Regulatory Requirements
Economic Trends
Portfolio Management
Mass Affluent

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