Financial Planner I

Role overview

This opportunity is for a Financial Planner based in St. John’s, Newfoundland and Labrador, Canada, working 37.5 hours per week within TD Wealth Management. The position offers a base salary in the range of CAD 60,000 to CAD 70,000 and may also include commission-based earnings.

What you will do

You will work with mass affluent clients to help them shape and pursue their financial goals through comprehensive planning and advice. The role is centered on client relationships, sound recommendations, service quality, and business growth.

• Build trusted relationships with clients by learning about their personal and financial goals, carrying out detailed financial reviews, and providing ongoing advice and support.
• Use data and analysis to interpret outcomes, form recommendations, and assess how well financial programs, policies, and practices are performing.
• Work closely with your team to meet shared goals while improving the overall client experience and maintaining a high standard of service.
• Track productivity and service delivery, look for ways to improve efficiency, and support continuous improvement efforts.
• Keep up with industry best practices, market developments, and new trends in financial planning.
• Share knowledge with colleagues by coaching and mentoring them in a collaborative environment.
• Follow a strong risk and control framework that matches the organization’s risk appetite.
• Contribute positively as a team member in a service-focused workplace.

Candidate profile

The preferred candidate has a bachelor’s degree and 3 to 5 years of experience in banking services, ideally with a background in managing client relationships and giving customized investment advice. If not already licensed, you should be prepared to obtain Registered Representative (RR) licensing through the Canadian Investment Regulatory Organization (CIRO). You should also be committed to earning the Certified Financial Planner (CFP) designation within the first three years in the role.

CFP eligibility

To meet CFP eligibility requirements, a university degree is required, or one of the following alternatives:

• Up to 10 years of qualifying work experience
• Or five years of good-standing experience as a QAFP professional at the time of application

What will help you stand out

• Strong interest in financial planning and a clear drive to help clients achieve both financial and personal objectives.
• An entrepreneurial approach with experience in business development, networking, and higher-value sales.
• Solid knowledge of the financial services environment, economic conditions, and regulatory expectations.
• Excellent people skills and problem-solving ability for creating long-term client relationships.
• Strong communication skills and the ability to collaborate with a team or work independently as needed.

About the employer

TD is a major global financial institution and one of the largest banks in North America by branch count. The organization serves more than 27 million households and businesses across Canada, the United States, and other markets worldwide. Its workforce of more than 95,000 colleagues focuses on building deeper relationships, executing with discipline, and making banking easier and faster. TD places strong emphasis on customer experience and believes every role supports client service in some way.

Total rewards and growth

The compensation package is designed to support employee and family well-being across mental, physical, and financial areas. It includes base pay, variable compensation, health and wellness benefits, savings and retirement plans, paid time off, banking benefits and discounts, career development opportunities, and recognition programs.

Additional information

TD supports employee success both personally and professionally through development conversations, training programs, and a competitive benefits package. Employees can expect regular career, development, and performance discussions with their manager, along with access to mentoring and online learning resources.

The company is committed to a respectful workplace where different perspectives are valued and everyone has equal opportunities to grow and reach career goals.

New hires receive onboarding and training to help them succeed in the role.

Candidates selected for further consideration will be contacted to schedule an interview. TD will make reasonable efforts to communicate decisions to all candidates by email or phone.

Accessibility support is available for candidates who need accommodations during the interview process, such as accessible meeting spaces or captions for virtual interviews.

For Quebec, language requirements: not applicable.