Financial Planner – TD Bank, Cornwall, ON
Location: Toronto, ON | Company: TD Bank
TD Bank is hiring a Financial Planner for a full-time, on-site position in Cornwall, Ontario. This opportunity within TD Wealth is designed for professionals who are passionate about helping clients build long-term financial plans and achieve their personal and investment goals.
The role combines relationship management, financial planning and business development. Successful candidates will work closely with clients to understand their financial objectives, recommend suitable investment strategies and provide ongoing advice while maintaining a strong commitment to regulatory compliance and exceptional customer service.
About This Financial Planning Role
As a Financial Planner, the successful candidate will support mass affluent clients by delivering personalized financial advice based on each client’s unique financial situation, future objectives and investment priorities. The position focuses on building trusted relationships that develop over time through regular reviews and proactive financial guidance.
The role also contributes to the continued growth of TD Wealth by identifying opportunities to strengthen client relationships, improve service delivery and support business development initiatives. Financial Planners are expected to balance customer-focused advice with sound risk management practices and regulatory responsibilities.
Key Areas of Responsibility
This position combines financial planning expertise, relationship management and business growth. Daily responsibilities focus on helping clients make informed financial decisions while supporting TD Wealth’s service standards.
Financial Planning
Conduct detailed financial reviews, understand each client’s objectives and develop personalized financial strategies that support both short-term and long-term goals.
Client Relationship Management
Build long-term relationships through ongoing communication, regular portfolio reviews and trusted financial advice tailored to changing client needs.
Business Development
Identify opportunities to expand client relationships through networking, referrals and professional relationship-building while maintaining a client-first approach.
Performance Analysis
Use available information and financial data to evaluate planning strategies, measure results and recommend adjustments when appropriate.
Risk and Compliance
Follow regulatory requirements, internal policies and established risk management practices while providing financial planning advice and investment recommendations.
Team Collaboration
Work closely with colleagues, share expertise, mentor team members when appropriate and contribute to a collaborative, service-focused workplace.
Education and Professional Qualifications
TD prefers candidates with a bachelor’s degree together with three to five years of banking experience involving client relationship management and investment advice. Applicants who are not currently registered should be willing to obtain Registered Representative licensing with the Canadian Investment Regulatory Organization (CIRO).
The successful candidate is also expected to work toward earning the Certified Financial Planner (CFP) designation within the first three years of employment if the designation has not already been obtained. Candidates should meet the applicable CFP eligibility requirements outlined by TD.
Skills That May Help Candidates Succeed
This opportunity is well suited to professionals who enjoy developing trusted client relationships while combining financial expertise with strong communication and business development skills.
The ability to understand client objectives, prepare comprehensive financial plans and recommend suitable investment and wealth management strategies.
Strong interpersonal skills for developing lasting client relationships based on trust, communication and consistent professional service.
Experience identifying growth opportunities through networking, referrals and proactive client engagement while maintaining a customer-focused approach.
A solid understanding of investment products, financial markets, regulatory requirements and broader economic trends affecting financial planning.
The ability to explain financial concepts clearly, collaborate effectively with colleagues and provide practical solutions that support client goals.
Compensation and Career Development
TD lists a base salary range of $60,000 to $70,000 CAD for this position. The role is also eligible for commission-based earnings. Actual compensation may vary depending on experience, qualifications, job-related knowledge and business requirements. The position is full time with a scheduled work week of 37.5 hours.
TD also highlights career development resources including ongoing learning opportunities, mentoring programs, regular development conversations and training designed to help colleagues expand their expertise. Published Total Rewards information references health and wellness benefits, retirement savings programs, banking discounts, paid time off and additional recognition programs, subject to eligibility.
How to Apply
Interested candidates should submit their application through TD Bank’s official careers website. Applications should demonstrate relevant financial planning experience, client relationship management skills and any current professional registrations or certifications related to investment advice.
TD encourages qualified professionals who are interested in building long-term careers within TD Wealth to apply. Joblyz does not receive applications and is not involved in the recruitment or hiring process.