Financial Planner – TD Wealth (Sudbury, Ontario)Work Location: Sudbury, Ontario, CanadaHours: 37.5 per weekLine of Business: TD WealthPay: $60,000 – $70,000 CAD, with commission‐based earningsJob OverviewJoin Our Team as a Financial Planner. As a forward‐thinking professional, you'll empower mass affluent clients through holistic financial planning and advice, building solid relationships, delivering expert advice, and driving business growth.Key ResponsibilitiesPartner with clients to understand life and financial objectives, conduct in‐depth financial reviews, and foster long‐term connections through ongoing support and guidanceLeverage data‐driven insights to analyse results, develop recommendations, and continuously evaluate the effectiveness of financial programmes, policies, and practicesCollaborate with team to achieve shared objectives while enhancing the client experience and demonstrating commitment to service excellenceMonitor productivity and service delivery, identify opportunities for increased efficiency and champion continuous improvement initiativesStay informed on industry best practices and emerging trends to remain at the forefront of financial planningMentor and guide colleagues, fostering a collaborative and supportive environmentUphold a solid culture of risk management and control aligned with the organization's risk appetiteEngage fully as a valued team member and contribute to a positive,



service‐oriented workplaceQualifications & RequirementsBachelor'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 licensedCommitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the roleCFP eligibility: University degree or up to 10 years of qualifying work experience; QAFP professional in good standing for minimum 5 yearsProficiency in financial planning, business development, networking and high‐value salesStrong interpersonal and problem‐solving abilities for building lasting client relationshipsExcellent communication skills and ability to collaborate within a team or work independently, focused on supporting and connecting with othersKey SkillsPassion for financial planning and a drive to help clients realise their financial and life goalsEntrepreneurial mindset with experience in business development, networking and high‐value salesComprehensive understanding of industry landscape, economic trends and regulatory requirementsExceptional interpersonal and problem‐solving abilitiesExcellent communication skills, flexible collaboration and independenceEqual Opportunity EmploymentTD is committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work and experience equitable opportunities.

📌 Associate Planner (Future Opportunity) - Ontario South West (Greater Sudbury)
🏢 The Toronto-Dominion Bank (Canada)
📍 Greater Sudbury