Financial Planner - Trenton

Role Overview

TD Wealth is looking for a Financial Planner to join the Trenton, Ontario team. This is a full-time onsite position with a 37.5-hour workweek. The role focuses on helping mass affluent clients achieve their financial goals through personalized planning, advice, and relationship-based service.

Compensation

The pay range for this position is CAD 60,000 to CAD 70,000 annually. In addition to base pay, this role is eligible for commission-based earnings. TD notes that compensation may vary depending on skills, experience, job-related knowledge, location, and business needs.

Colleagues are encouraged to speak with the recruiter about compensation details and to ask questions openly during the hiring process.

Responsibilities

• Build trusted relationships with clients by learning about their personal and financial objectives and carrying out detailed financial reviews.
• Provide tailored financial guidance and support clients over time with consistent communication and follow-up.
• Use data and insights to assess outcomes, shape recommendations, and review the effectiveness of financial programs, policies, and practices.
• Work closely with the broader team to deliver strong client experiences and meet shared business goals.
• Track productivity and service performance, then identify ways to improve efficiency and execution.
• Stay current on financial planning trends, industry practices, and market developments.
• Share knowledge with colleagues and contribute as a mentor in a supportive team environment.
• Maintain a strong focus on risk management and control practices that align with the organization’s risk appetite.
• Contribute positively to a service-oriented workplace and remain an active, collaborative team member.

Requirements

• A bachelor’s degree is preferred.
• Ideally, candidates bring 3 to 5 years of experience in banking services, along with a background in client relationship management and investment advice.
• Applicants should be prepared to obtain Registered Representative (RR) licensing through the Canadian Investment Regulatory Organization (CIRO) if they are not already licensed.
• The role requires a commitment to earning the Certified Financial Planner (CFP) designation within the first three years.
• To meet CFP eligibility, candidates need either a university degree, 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.
• Strong interest in financial planning and helping clients achieve both financial and life goals is important.
• A business-development mindset, including comfort with networking and higher-value sales, is an advantage.
• Knowledge of the industry environment, economic factors, and regulatory expectations is valuable.
• Excellent communication, interpersonal, and problem-solving skills are required.
• Ability to collaborate with a team or work independently while maintaining a client-focused approach is expected.

Perks and Benefits

• Eligible for commission-based compensation in addition to base salary.
• Access to a total rewards package that may include health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development support, and recognition programs.
• Regular development conversations, training programs, and access to online learning resources.
• Mentoring opportunities and support for career growth.
• Training and onboarding provided to help new hires get started successfully.
• A respectful workplace that values diverse perspectives and fair opportunities to grow.

Additional Information

TD emphasizes fair and equitable pay practices and says colleagues can grow through the salary range over time as they develop in the role. The company also encourages open discussion of compensation during recruiting.

This opportunity is subject to applicable provincial employment regulations in Canada, and requirements may differ by province or territory.

TD states that it will provide interview updates to candidates of interest and aims to share outcomes with applicants by email or phone.

Accessibility support is available during the interview process, including accommodations such as accessible meeting rooms and captioning for virtual interviews.

For Quebec-only language requirements, the listing notes: Sans Objet.

About TD

TD is a major global financial institution and one of the largest banks in North America by branch network. The organization serves more than 27 million households and businesses across Canada, the United States, and other regions, with a strong focus on simple, human-centered financial experiences and client service.

Who This Role Suits

This position is a strong fit for someone who enjoys relationship-based financial planning, wants to support clients through meaningful goals, and is motivated by growth, learning, and long-term career development.