Burlington, Ontario, Canada · On-site
$60k–$70k/yr
Work Location: Windsor, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $60,000 - $70,000 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable comp…
Skills: Financial Planning, Client Relationship Management, Investment Advice, Business Development, Networking
Hamilton, Ontario, Canada · Remote OK
Work Location: Hamilton, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $0.00 - $0.00 CAD This role is eligible for commission based earnings. TD is committed to providing fair a…
Skills: Business Development, Relationship Management, Sales Strategy, Credit Adjudication, Retail Banking
London, Ontario, Canada · On-site
$45k–$64k/yr
Work Location: London, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $45,300 - $63,900 CAD TD is committed to providing fair and equitable compensation opportunities to all coll…
Skills: Mandarin, Cantonese, English, Customer Experience, Financial Transactions
Quebec, Quebec, Canada · On-site
$46k–$61k/yr
Work Location: Québec, Quebec, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 45 700$/$45,700 - 61 000$/$61,000 CAD TD is committed to providing fair and equitable compensation opportunit…
Skills: Customer Relationship Management, Financial Advice, Digital Banking Education, Problem Resolution, Cash Handling
Burnaby, British Columbia, Canada · On-site
$46k–$61k/yr
Work Location: Burnaby, British Columbia, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $45,700 - $61,000 CAD TD is committed to providing fair and equitable compensation opportunities t…
Skills: Customer Relationship Management, Financial Advice, Digital Banking Education, Cash Handling, Problem Resolution
Bolton Landing, New York, United States · On-site
$22/hr–$29/hr
Work Location: Bolton Landing, New York, United States of America Hours: 40 Pay Details: $22.50 - $29.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunit…
Skills: Customer Relationship Management, Financial Consulting, Sales, Problem Solving, Microsoft Office
Auburn, Maine, United States · On-site
$54k–$80k/yr
Work Location: Auburn, Maine, United States of America Hours: 40 Pay Details: $53,560 - $80.080 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and s…
Skills: Commercial Loan Support, Leadership, Coaching, Loan Documentation, Regulatory Compliance
Naples, Florida, United States · On-site
$24/hr–$33/hr
Work Location: Naples, Florida, United States of America Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and s…
Skills: Team Leadership, Operational Excellence, Risk Management, Customer Relationship Management, Sales Strategy
Tampa, Florida, United States · On-site
$115k–$173k/yr
Work Location: Tampa, Florida, United States of America Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities an…
Skills: Relationship Management, Financial Analysis, Credit Analysis, Business Development, Consultative Sales
Mount Laurel, New Jersey, United States · On-site
$115k–$186k/yr
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opport…
Skills: Talent Acquisition Strategy, People Leadership, Stakeholder Management, Workforce Planning, Recruiting Metrics
Toronto, Ontario, Canada · On-site
$82k–$115k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Finance Pay Details: $81,600 - $115,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth oppor…
Skills: Financial Analysis, Forecasting, Reporting, Data Analysis, Dashboard Development
Moncton, New Brunswick, Canada · On-site
$22/hr–$27/hr
Work Location: Moncton, New Brunswick, Canada Hours: 15 Line of Business: Personal & Commercial Banking Pay Details: $22.00 - $27.21 CAD TD is committed to providing fair and equitable compensation opportunities to all c…
Skills: Financial Transaction Processing, Customer Service, Banking Solutions, MS Office, Time Management
Toronto, Ontario, Canada · On-site
$97k–$137k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Governance & Control Pay Details: $96,900 - $136,800 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues.…
Skills: Canadian Income Tax Law, Corporate Actions, Tax Regulatory Oversight, Risk Management, Data Analysis
Rock Hill, South Carolina, United States · On-site
$21/hr–$27/hr
Work Location: Rock Hill, South Carolina, United States of America Hours: 20 Pay Details: $21.25 - $27.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportuni…
Skills: Customer Service, Banking Transactions, Financial Advice, Lead Management, Problem Solving
Toronto, Ontario, Canada · On-site
$82k–$115k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Technology Solutions Pay Details: $81,600 - $115,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues.…
Skills: Java, Selenium, Test Automation, DevOps, CI/CD
Rahway, New Jersey, United States · On-site
$23/hr–$31/hr
Work Location: Rahway, New Jersey, United States of America Hours: 30 Pay Details: $23.75 - $31.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities an…
Skills: Customer Service, Banking Transactions, Financial Advice, Account Opening, Lead Management
Calgary, Alberta, Canada · On-site
$46k–$61k/yr
Work Location: Calgary, Alberta, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $45,700 - $61,000 CAD TD is committed to providing fair and equitable compensation opportunities to all col…
Skills: Customer Relationship Management, Financial Advice, Digital Banking Education, Cash Handling, Problem Resolution
Shirley, New York, United States · On-site
$23/hr–$29/hr
Work Location: Shirley, New York, United States of America Hours: 20 Pay Details: $23.00 - $29.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and…
Skills: Customer Service, Cash Handling, Banking Transactions, Communication Skills, Organizational Skills
Wellesley, Massachusetts, United States · On-site
$23/hr–$31/hr
Work Location: Wellesley, Massachusetts, United States of America Hours: 40 Pay Details: $23.75 - $31.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunit…
Skills: Customer Service, Financial Advice, Banking Transactions, Account Management, Lead Management
Mascouche, Quebec, Canada · On-site
$23/hr–$31/hr
Work Location: Mascouche, Quebec, Canada Hours: 22.5 Line of Business: Personal & Commercial Banking Pay Details: 23,37$/$23.37 - 31,20$/$31.20 CAD TD is committed to providing fair and equitable compensation opportuniti…
Skills: Customer Relationship Management, Financial Advice, Digital Banking Education, Problem Resolution, Cash Handling
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The role focuses on providing holistic financial planning and expert advice to mass affluent clients to help them achieve their financial goals. Responsibilities include conducting financial reviews, driving business growth, and maintaining a strong culture of risk management.
Candidates should ideally have a bachelor's degree and 3-5 years of experience in banking services and investment advice. Requirements include obtaining RR licensing and achieving the CFP designation within three years.
Pay 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. 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.
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.
In this position, you will focus on building strong client relationships, delivering expert advice, and driving business growth. Your responsibilities will include:
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
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
If you’re ready to shape your future while supporting others on their financial journey, we invite you to apply and grow with us.
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.
Our Total Rewards Package
Our 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. Total 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. Learn more
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.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
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. Here at TD, we hire and develop the best.
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
Your accessibility is important to us. 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.
We look forward to hearing from you!
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
Offices: Toronto-Dominion Centre, P.O. Box 1, Toronto, Ontario M5K 1A2, CA · 525 Avenue Viger O, Montreal, QC H2Z 0B2, CA · 31 W 52nd St, New York, NY 10019, US · 4140 Church Rd, Mt. Laurel, New Jersey 08054, US
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
Offices: Toronto-Dominion Centre, P.O. Box 1, Toronto, Ontario M5K 1A2, CA · 525 Avenue Viger O, Montreal, QC H2Z 0B2, CA · 31 W 52nd St, New York, NY 10019, US · 4140 Church Rd, Mt. Laurel, New Jersey 08054, US
