Location

East York, Ontario, Canada

Hours

0

Line Of Business

TD Wealth

Pay Details

$60,000 - $70,000 CAD. This role is eligible for commission based earnings, with a guaranteed base salary during the first four years.

Job Overview

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 chance 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 engaging setting, ideal for developing your client base.

Responsibilities

- 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.

Qualifications

- 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
- 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.

Compensation & Benefits

TD offers a competitive base salary within the stated range, commission‑based earnings, and a comprehensive benefits package that includes health & well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development opportunities, and reward and recognition programs.

#J-18808-Ljbffr

📌 Financial Planner (Toronto)
🏢 TD
📍 Toronto