Financial Planner - Petawawa​/Pembrooke​/Renfrew

Work Location

Petawawa, Ontario, Canada

37.5

Pay Details: $60,000 - $70,000 CAD This role is eligible for commission based earnings.

Join Our Team as a Financial Planner

• Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long‑term connections through ongoing support and guidance
• Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
• Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
• Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous improvement initiatives
• Staying informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
• Sharing your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
• Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
• Engaging fully as a valued team member and contributing 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 realize 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

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

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.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

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