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Added 16 mins ago
P
System Configuration Specialist / Spécialiste en configuration de systèmes (CS006)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting to the Regional Installation Manager, the System Configuration Specialist plays a key role in supporting Our Client's operations by configuring, troubleshooting, and maintaining…
Added 2 hours ago
RH
Contracts and Compliance Manager
Robert Half
Toronto, ON · Greater Toronto Area, Canada
- $135,000 to $150,000 CAD / year
- Full-time
Our client is seeking an experienced Contracts & Compliance Manager to oversee commercial contracts, compliance programs, and enterprise risk management across a growing manufacturing…
Added 3 hours ago
FH
Clinical Counsellor, Reproductive Mental Health Program
Fraser Health Authority
New Westminster, BC
- $44.85 to $56.02 CAD / hour
- Other
Reporting to the Manager, Clinical Operations and in collaboration with the Reproductive Mental Health Program team, the Clinical Counsellor provides individual, couples and group clinical…
Added 4 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
…assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration…
Added 7 hours ago
Casual Tenant Support Worker (Balsam Place)
Connective
Kelowna, BC
Reports and is accountable to the Program Manager or their designate
Added 8 hours ago
M
Manager, Tax
MNP
Vancouver, BC
- Full-time
Make an impact with our Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor,…
Added 9 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, Alberta
- $38 to $42 CAD / hour
- Full-time
…recovery activities, and acts as the delegate for the Credit Manager when they are away. The position is ideal for an experienced credit professional who wants to grow into a future…
Added 9 hours ago
AC
SAP S/4HANA Finance Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
Our client is migrating from legacy ERP platforms to SAP S/4HANA across multiple business units. The program redesigns the enterprise structure on the Universal Journal and rebuilds…
Added 9 hours ago
AC
Oracle Fusion Financial Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is replacing JD Edwards with Oracle Fusion Cloud ERP across multiple business units. The program rebuilds the enterprise structure, standardizes finance and procurement…
Added 9 hours ago
AC
SAP S/4HANA Finance Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is migrating from legacy ERP platforms to SAP S/4HANA across multiple business units. The program redesigns the enterprise structure on the Universal Journal and rebuilds…
Added 9 hours ago
AC
Dynamics 365 Finance & Supply Chain Specialist / Project Manager
Aston Carter
Calgary, AB
- $90 to $150 CAD / hour
- Contract
Our client is replacing legacy ERP systems with Microsoft Dynamics 365 Finance and Supply Chain Management across multiple business units. The program standardizes the chart of accounts,…
Added 9 hours ago
AC
Supply Chain Manager
Aston Carter
Acheson, AB
- $52 to $62 CAD / hour
- Contract
Our client designs and builds modular data center infrastructure for AI and high-performance computing. Their factory-built system combines power, cooling and compute in one unit, and they…
Added 9 hours ago
AC
Oracle Fusion Financial Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
Our client is replacing JD Edwards with Oracle Fusion Cloud ERP across multiple business units. The program rebuilds the enterprise structure, standardizes finance and procurement…
Added 9 hours ago
AC
Dynamics 365 Finance & Supply Chain Specialist / Project Manager
Aston Carter
AB · Edmonton, Alberta
- $90 to $150 CAD / hour
- Contract
Our client is replacing legacy ERP systems with Microsoft Dynamics 365 Finance and Supply Chain Management across multiple business units. The program standardizes the chart of accounts,…
Added 9 hours ago
IC
Human Resources Specialist (Recruitment & Talent Outreach)
International Civil Aviation Organization
Montreal, QC
- Full-time
Remain current on industry trends and best practices in the area of HR data analytics, and propose innovative improvements to data analysis and reporting capabilities.
Added 10 hours ago
RH
Treasury Manager
Robert Half
Toronto, ON
- $45 to $50 CAD / hour
- Contract
Our client in the Education industry is seeking an experienced Treasury Manager on a contract basis to oversee treasury operations, cash and liquidity management, investment activities and…
Added 10 hours ago
AC
Credit Team Lead
Aston Carter
AB · Edmonton, AB
- $38 to $42 CAD / hour
- Full-time
…recovery activities, and acts as the delegate for the Credit Manager when they are away. The position is ideal for an experienced credit professional who wants to grow into a future…
Added 11 hours ago
TU
Business Development Manager
The Universal Group
Prince George, BC
- Full-time
…2026, has an exciting opportunity for a Business Development Manager within our Sales team. The Business Development Manager plays a key role in driving revenue growth within the Prince…
Added 14 hours ago
CL
General Manager - Off Campus
Campus Living Centres
Ottawa, ON
- Full-time
The General Manager oversees all aspects of the community including: management of tenant relations, front desk, office administration, housekeeping, maintenance, finance, human resources,…
Added 14 hours ago
S
Manager, Regional Business Management and Planning (English/Spanish) - International Banking
Scotiabank
Toronto, ON
- Full-time
The Manager, Regional Business Management and Planning supports the execution of International Commercial Banking’s planning and performance management activities across the region. The…
Added 14 hours ago
DG
Electrical & Instrumentation Estimator
DCM Group Inc.
Sherwood Park, AB
- Full-time
…& Instrumentation (E&I) Estimator to join our dynamic team. Reporting to the Estimating Manager, the E&I Estimator will be responsible for preparing accurate and competitive electrical and…
Added 15 hours ago
KN
Remote Senior Amazon Operations Manager (Full-Time)
Kasha Nutrition
Remote, Canada
- Full-time
- Remote
- Build SOPs, trackers and AI workflows; weekly and monthly reporting
Added 15 hours ago
HH
Senior AI Automation & Platform Architect
Health Hue Digital
Remote, Canada
- Full-time
- Remote
Push data into reporting pipelines that feed client dashboards
Added 16 hours ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 16 hours ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
We are looking for an Audit & Accounting Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…

Financial Planner - Oak Bay, Victoria

Victoria, BC, Canada

Full-time

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Job details

Job type: Full-time
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Oct 7, 2026

Original job description

Work Location:

Victoria, British Columbia, 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:

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Job Description:

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.

With a focus on relationship management, advice and business development, you will:

Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
Contribute to team and department goals while strengthening customer service and dedication
Monitor service, productivity and assess efficiency and implement continuous improvements
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
Acquire and apply expertise, provide mentorship, assistance and direction to others
Maintain a culture of risk management and control, supported by aligned risk appetite
Participate fully as a member of the team, support a positive and service-oriented work environment

Educational Requirements:

University Degree (preferred)
3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
CIRO Registered Representative (RR) license within first 120 days in role
Achieve Certified Financial Planner (CFP) designation within first 3 years in role
CFP Eligibility requirements: University Degree OR meet one of the following:
- Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
- Up to 10 years of qualifying work experience

Skills you will require:

Passion for financial planning and driven to help clients reach their financial & life goals
Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development
Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
You have excellent people and problem-solving skills that help you build and maintain client relationships
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationship

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

You will provide comprehensive financial planning and investment advice to mass affluent clients to help them achieve their life and financial goals. Additionally, you will focus on business development, relationship management, and maintaining a culture of risk management and service excellence.

Requirements

Candidates should have 3-5 years of experience in the financial services industry and a university degree. You must be able to obtain a CIRO Registered Representative license within 120 days and a Certified Financial Planner designation within 3 years.

Skills

Financial planning
Relationship management
Business development
Investment solutions
Client service
Risk management
Problem-solving
Communication skills
Networking
Sales
Market analysis
Regulatory environment knowledge
Mentorship
Financial analysis

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
Wealth Management
TD Wealth
Financial Planning
Investment Solutions
Business Development
Relationship Management
CIRO
Registered Representative
CFP
Certified Financial Planner
Risk Management
Client Loyalty
Financial Services
Market Analysis
Networking
Sales
Regulatory Environment
Portfolio Management
Customer Experience

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