Financial Planner - Kingston

Role Overview

This opportunity is for a Financial Planner based in Kingston, Ontario, working within TD Wealth. The role is designed for someone who can support mass affluent clients with holistic financial planning and advice while helping them work toward their personal and financial goals.

Compensation and Hours

The position is based in Kingston, Ontario, Canada and follows a 37.5-hour workweek. The stated pay range is CAD 60,000 to CAD 70,000. In addition to base pay, the role is eligible for commission-based earnings. Compensation may vary depending on skills, experience, role-related knowledge, location, and broader business needs.

What You’ll Do

• Work closely with clients to understand their financial and life goals, complete detailed financial reviews, and build long-term relationships through ongoing advice and support.
• Use data and performance insights to assess outcomes, shape recommendations, and review the impact of financial programs, policies, and practices.
• Partner with teammates to meet common goals, improve the client experience, and consistently deliver high-quality service.
• Track productivity and service performance, identify ways to improve efficiency, and support continuous improvement efforts.
• Keep up with current industry practices and emerging trends in financial planning.
• Share knowledge with coworkers by mentoring and guiding them in a collaborative environment.
• Maintain a strong focus on risk management and controls in line with the organization’s risk appetite.
• Contribute as an engaged team member in a positive, service-focused workplace.

What the Role Calls For

• A bachelor’s degree is preferred.
• 3 to 5 years of experience in banking services is preferred, especially in client relationship management and customized investment advice.
• Willingness to secure Registered Representative (RR) licensing through the Canadian Investment Regulatory Organization (CIRO) if not already licensed.
• Commitment to earning the Certified Financial Planner (CFP) designation within the first 3 years in the role.
• For CFP eligibility, candidates must have a university degree or meet one of these alternatives: up to 10 years of qualifying work experience, or at least 5 years as a QAFP professional in good standing at the time of application.

Skills and Strengths

• Strong interest in financial planning and helping clients achieve their personal and financial objectives.
• Entrepreneurial mindset with experience in business development, networking, and high-value sales.
• Solid understanding of the financial services environment, economic conditions, and regulatory expectations.
• Excellent relationship-building and problem-solving skills.
• Clear communication skills and the ability to work both independently and as part of a team.

About TD

TD is a major global financial institution and one of the largest banks in North America by branches/stores. The organization focuses on creating simple, human, and meaningful experiences for millions of households and businesses. Its team members contribute to deeper client relationships, disciplined execution, and a better banking experience across Canada, the United States, and beyond.

Total Rewards

The compensation package may include base salary, variable pay, health and wellness benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development opportunities, and recognition programs.

Additional Information

TD supports employee growth through regular development conversations, training programs, and a competitive benefits plan designed to support well-being at work and at home. This opportunity is subject to provincial employment regulations, which may vary across Canadian provinces and territories.

Career Development

Employees can expect ongoing career, development, and performance discussions with their manager, along with access to online learning tools and mentoring opportunities. TD also emphasizes a respectful workplace where diverse perspectives are valued and colleagues are given fair opportunities to grow.

Training and Onboarding

Training and onboarding sessions will be provided to help the selected candidate get set up for success in the role.

Interview Process

Only candidates selected for further consideration will be contacted to arrange interviews. Outcomes are typically shared by email or phone.

Accommodation

Applicants who need workplace or interview accommodations, including accessible meeting spaces or captioning for virtual interviews, are encouraged to request support so barriers can be removed during the process.

Language Requirement

For Quebec only: Sans Objet.