Financial Planner – TD Wealth (Sudbury, Ontario) Work Location: Sudbury, Ontario, Canada
Hours: 37.5 per week
Line of Business: TD Wealth
Pay: $60,000 – $70,000 CAD, with commission‑based earnings
Job Overview Join Our Team as a Financial Planner. As a forward‑thinking skilled, you’ll empower mass affluent clients through holistic financial planning and advice, building strong relationships, delivering expert advice, and driving business growth.
Key Responsibilities Partner with clients to understand life and financial objectives, conduct in‑depth financial reviews, and foster long‑term connections through ongoing support and guidance
Leverage data‑driven insights to analyse results, develop recommendations, and continuously evaluate the effectiveness of financial programmes, policies, and practices
Collaborate with team to achieve shared objectives while enhancing the client experience and demonstrating commitment to service excellence
Monitor productivity and service delivery, identify opportunities for increased efficiency and champion continuous improvement initiatives
Stay informed on industry best practices and emerging trends to remain at the forefront of financial planning
Mentor and guide colleagues, fostering a collaborative and supportive environment
Uphold a strong culture of risk management and control aligned with the organization’s risk appetite
Engage fully as a valued team member and contribute to a positive, service‑oriented workplace




Qualifications & Requirements Bachelor’s degree (preferred)
3–5 years of experience in banking services managing client relationships and providing tailored investment advice (preferred)
Willingness to obtain Registered Representative (RR) licensing with CIRO if not already licensed
Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role
CFP eligibility: University degree or up to 10 years of qualifying work experience; QAFP professional in good standing for minimum 5 years
Proficiency in financial planning, business development, networking and high‑value sales
Strong interpersonal and problem‑solving abilities for building lasting client relationships
Excellent communication skills and ability to collaborate within a team or work independently, focused on supporting and connecting with others
Key Skills Passion for financial planning and a drive to help clients realise their financial and life goals
Entrepreneurial mindset with experience in business development, networking and high‑value sales
Comprehensive understanding of industry landscape, economic trends and regulatory requirements
Exceptional interpersonal and problem‑solving abilities
Excellent communication skills, flexible collaboration and independence
Equal Opportunity Employment TD is committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work and experience equitable opportunities.

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📌 Associate Planner (Future opportunity) - Ontario South West
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