Associate Planner - Bowmanville

Job Description

Financial Planner – Bowmanville, Ontario, Canada

Hours:

37.5 per week

Line of Business: TD Wealth

Pay: $60,000 – $70,000 CAD (base salary) plus commission-based earnings

This role is eligible for commission-based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. The base pay offered may vary based upon the candidate’s skills and experience, job‑related knowledge, geographic location, and other specific business and organizational needs.

• Partner with clients to understand their life and financial objectives, conduct in‑depth financial reviews, and foster long‑term connections through ongoing support and guidance
• Leverage data‑driven insights to analyse results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
• Collaborate with the team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
• Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives
• Stay informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
• Share expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
• Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite
• Engage fully as a valued team member and contribute 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

• A genuine passion for financial planning and a drive to help clients realise 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

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 includes a base salary, variable compensation, and several 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 programmes.

We invite you to apply and grow with us.