Charlottetown, Prince Edward Island, CanadaHours:37.5Line of Business:TD WealthPay 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. 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. :Join Our Team as a Financial PlannerMake an Impact, Build Your Future, and Help our Clients SucceedReady to launch your career and make a real difference?

Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with people, want to be at the cutting edge of financial planning, and care about lifting others up, this could be the perfect prospect for you!In this role, you will build and grow your own client portfolio through proactive business development while delivering holistic financial planning advice. You’ll work with clients to understand what matters most to them and guide them with confidence through every stage of their financial journey.Proactively acquire new clients and bring in assets through a mix of strategic outreach and consistent community presenceLeverage a variety of prospecting methods—including cold calling, attending and hosting events, creative networking tactics, and local community engagementUse data and tech tools to dig deep, analyze results, and give smart advice that makes a difference.Always keep risk management top of mind to protect clients and the company.Be an active, valued member of our positive, service-focused team culture.What We're Looking ForBachelor’s degree is a plus3-5 years of experience in banking, financial services, or a client‑facing sales role preferredDemonstrated ability to build relationships, grow a client base,



and deliver investment adviceLicensing & Regulatory RequirementsSuccessful completion of the Canadian Investment Regulatory Exam (CIRE) required prior to your start dateReady to get licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) if you aren’t alreadyCommitment to earn your Certified Financial Planner (CFP) designation in your first three yearsCFP eligibility as per FP Canada requirements: Hold a university degree OR have up to 10 years relevant experience OR 5+ years as a QAFP pro in good standingWhat Makes You Stand OutYou genuinely care about helping your clients reach their financial and life goalsInvestments are your passion - staying up to date on markets, news, and trends is part of your daily routine.You’re entrepreneurial—love networking, get excited by the idea of building your own business, and achieving your own financial goalsYou know what’s happening in the industry and keep up with trends and regulationsYou excel at connecting with others, possess outstanding problem-solving abilities, and are skilled at forging enduring relationships.You communicate clearly, work well in a team or solo, and you’re always there to support and connect with othersWant to shape your own future while helping others succeed?

LI-WealthWho 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. 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. Together,



we are reimagining what banking can be for our clients, colleagues and communities.Our Total Rewards PackageOur 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.

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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. 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 DevelopmentIf 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.Here at TD, we hire and develop the best.Training & OnboardingWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.We do our best to communicate outcomes to all applicants by email or phone call.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.Language Requirement (Quebec only):Sans Objet

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📌 Consultant , Financial Services - Banking (Charlottetown)
🏢 TD
📍 Charlottetown