Job Description Work Location: , Hours: 37.5 Line of Business: Gestion de patrimoine TD Pay Details: We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.
We are hosting an exciting Career Event, September 24th, in Burlington Ontario providing you the opportunity of meeting the Leadership Team and learn about exciting opportunity at TD Wealth, Financial Planning. 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 advantages to ensure a secure 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.
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
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
Who We Are TD Securities 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 Total Rewards at TD includes a base salary and several other key plans such as health and well-being benefits, including medical coverage, paid time off, career development, and reward and recognition programs.
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.
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.
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 If you require an accommodation for the recruitment / interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Nos valeurs À la TD, nous avons pour objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues, et nous avons en commun un ensemble de valeurs qui façonnent notre culture et guident nos comportements. En échange de l’engagement quotidien de nos collègues à aider la TD à réussir, nous nous engageons à leur offrir une expérience de travail qui repose sur l’impact, la croissance et la culture de bienveillance. Peu importe où vous travaillez à la TD, nous vous donnés les outils nécessaires pour faire changer les choses au travail et dans votre collectivité, explorer et faire progresser votre carrière et faire partie de notre culture de bienveillance et d’inclusion.
Notre engagement à l’égard de la diversité, de l’équité et de l’inclusion À la TD, nous nous engageons à créer un milieu où les collègues peuvent être eux-mêmes au travail, avoir des possibilités équitables et se sentir respectés et soutenus. Nous avons à cœur de réunir un effectif inclusif qui reflète la diversité de notre clientèle et des collectivités où nous vivons et que nous servons.

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📌 Career Event - Financial Planning, Burlington (Ontario)
🏢 TD Bank Group
📍 Ontario