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Added 11 mins ago
Operations & Administrative Coordinator
Okanagan College
Kelowna, BC
…long-term plans. The OPS tracks the portfolio budgets and provides financial analysis and recommendations to the Deans. This position coordinates instructional workload and contracts, and…
Added 11 mins ago
CT
Social Media Consultant
Canadian Tire Corporation
Toronto, ON
- Full-time
Support the Social Media Assistant Manager in executing strategic plans for organic social content on both CTR and HBC social channels, collaborating with internal teams and agencies to…
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Mortgage Specialist
BMO
Calgary, AB
- Full-time
Conducts independent analysis and assessment to resolve strategic issues.
Added 11 mins ago
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Vice President, Investment Banking - Metals and Mining
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Toronto, ON · Vancouver, BC · FCP
- Full-time
Uses financial analysis to proactively identify opportunities to cross-sell.
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Project Manager
AtkinsRéalis
Fort St. John, BC
- Full-time
…teams in Canada and we are seeking an Environmental Project Manager to join our Fort St. John team. This position is office/hybrid/or remote work based, focused on projects locally in…
Added 25 mins ago
Financial Services Supervisor & Systems Coordinator-C1433
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Manager, Frontline Transformation
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Manager, Sales Initiatives
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Manager, Frontline Transformation
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Senior Financial Analyst
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Brand Marketing Future Opportunities
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Added 25 mins ago
Sr. Brand Manager - Future Opportunities
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Toronto, ON
…loved and recognized brands. We're looking for a Senior Brand Manager who can think like a business owner, lead with the consumer and turn bold ideas into sustainable…
Added 25 mins ago
UO
Manager, Human Resources
University of British Columbia
Vancouver, BC · UBCV | Institute for Computing Information and Cognitive Systems / Computer Science Building (ICCS)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
The Manager, Human Resources is responsible for leading and overseeing the human resource activities and strategic goals for one of the university’s largest academic units, the Department…
Added 25 mins ago
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Deputy Program Manager (DPM) – Program Enablement
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Accountable for financial planning, forecasting, resource optimization, and investment recommendations associated with Program Enablement initiatives, ensuring achievement of program…
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Deputy Program Manager (DPM) – Ship Readiness & Sustainment (Costal/Core)
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Senior Project Manager (Internal PM)
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Exercises delegated authority from the Program Manager to make operational, financial, resource allocation, schedule prioritization, and risk management decisions impacting program…
Added 25 mins ago
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Financial Planner - Waterloo
TD
Waterloo, 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 25 mins ago
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Senior Financial Accountant
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The Senior Financial Accountant (SFA) is a pivotal role in Financial Services. Reporting to the Manager, Finance, the SFA ensures the accuracy and integrity of the organization’s financial…
Added 40 mins ago
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Senior Manager, Data Analytics
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Remote, Canada
- $121,700 to $162,300 CAD / year
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As our Senior Manager of Data Analytics, you will be the ultimate data storyteller, transforming complex data landscapes into clear, company-wide strategies that fuel execution across…
Added 40 mins ago
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Mortgage Specialist
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Added 40 mins ago
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Manager, Strategic Programs and Partnerships
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Added 40 mins ago
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Added 55 mins ago
Senior Analyst, ISO 20022 COE
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…passionate about payments and want to help ensure that these financial transactions in Canada are carried out safely and securely, working with us is for…

Financial Planner - Waterloo

Waterloo, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 13, 2026
Experience: Up to 10 years of qualifying work experience
Posting language: English
Posted: Nov 9, 2026

Original job description

Work Location:

Waterloo, 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.

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 build strong client relationships by delivering expert financial advice and conducting in-depth reviews to help clients achieve their goals. They will also drive business growth, collaborate with team members to enhance service excellence, and mentor colleagues while maintaining high standards of risk management.

Requirements

Candidates should have 3–5 years of experience in banking services with a track record of managing client relationships and providing investment advice. A bachelor's degree is preferred, along with a commitment to obtaining Registered Representative licensing and the Certified Financial Planner designation.

Skills

Financial planning
Investment advice
Business development
Networking
Sales
Data analysis
Problem-solving
Interpersonal skills
Communication skills
Risk management
Mentoring
Financial review
Strategic planning

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 Planning
Wealth Management
Banking
Investment Advice
Business Development
Sales
Risk Management
Financial Review
Data-driven Insights
CIRO
Registered Representative
CFP
Certified Financial Planner
Networking
Economic Trends
Regulatory Requirements
Mentoring
Service Excellence
Financial Services

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