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About the Role
Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. This role involves building and growing your own client portfolio through proactive business development while delivering holistic financial planning advice.
Responsibilities
- Get to know clients and guide them through their financial journey.
- Proactively acquire new clients and bring in assets through strategic outreach and community presence.
- Leverage prospecting methods including cold calling, events, networking, and community engagement.
- Use data and tech tools to analyze results and provide advice.
- Identify opportunities to boost productivity and improve work processes.
- Stay updated on financial trends and best practices.
- Support teammates and contribute to a collaborative environment.
- Prioritize risk management to protect clients and the company.
- Be an active member of a positive, service-focused team culture.
Requirements
- 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 not already licensed.
- 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.
Skills
- Relationship building
- Client acquisition
- Investment advice
- Financial planning
- Business development
- Networking
- Community engagement
- Data analysis
- Problem-solving
- Communication
- Teamwork
Location
- London, Ontario, Canada
Work Type
- Full-time
Experience Level
- 3-5 years
Education Level
- Bachelor’s degree is a plus
Salary/Compensations
- $60,000 - $70,000 CAD
- This role is eligible for commission based earnings.
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Training programs
- Online learning platform
- Mentoring programs
About the Company
- TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.
- TD strives 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.
- TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
- TD fosters 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.
Equal Opportunity
- 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.
- 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.
- 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.