Associate Planner - Barrie

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. 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. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Make an Impact, Build Your Future, and Help our Clients Succeed

Ready 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 opportunity 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.

• →Get to know clients—what matters to them, what they want for their future—and guide them every step of the way.
• →Proactively acquire new clients and bring in assets through a mix of strategic outreach and consistent community presence
• →Leverage a variety of prospecting methods—including cold calling, attending and hosting events, creative networking tactics, and local community engagement
• →Use data and tech tools to dig deep, analyze results, and give smart advice that makes a difference.
• →Find new ways to boost productivity and improve the way we work—your ideas matter here!
• →Stay up to date with the latest financial trends and best practices to keep your skills sharp.
• →Support your teammates, share your insights, and be part of a collaborative environment.
• →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.

• Bachelor’s degree is a plus
• 3–5 years of experience in banking, financial services, or a client‑facing sales role preferred

• Demonstrated ability to build relationships, grow a client base, and deliver investment advice

• Successful completion of the Canadian Investment Regulatory Exam (CIRE) required prior to your start date

• Ready to get licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) if you aren’t already
• Commitment to earn your Certified Financial Planner (CFP) designation in your first three years
• CFP 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 standing

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. Here at TD, we hire and develop the best.

• You genuinely care about helping your clients reach their financial and life goals
• Investments 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 goals
• You know what’s happening in the industry and keep up with trends and regulations
• You 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 others

Want to shape your own future while helping others succeed? Apply now—your journey starts here!

#LI-Wealth

TD 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.