Financial Planner: Build Your Client Portfolio & Impact

The Toronto-Dominion Bank (Canada); Barrie; On-site; CAD 60,000 - 70,000; Full time

Job summary

The Toronto-Dominion Bank (Canada) is seeking a Financial Planner in Barrie, Ontario to build and grow a client portfolio, delivering holistic financial planning and investment advice. You will develop trusted client relationships, meet growth targets, and navigate licensing steps to support long-term client success.

Join TD Wealth to work with driven clients, leverage data and planning tools, and advance your career through a robust development program, competitive compensation, and potential

Qualifications

• Bachelor’s degree preferred; 3–5 years in banking, financial services, or client-facing sales role.
• Proven ability to build relationships, grow a client base, and deliver investment advice.
• Active pursuit of financial planning credentials and ongoing client service excellence.

Responsibilities

• Build and grow your own client portfolio through proactive business development.
• Deliver holistic financial planning advice and investment guidance.
• Engage clients, understand goals, and guide them through financial journeys.

Skills

Relationship building

Client acquisition

Networking

Communication

Education

Bachelor's degree

Job description

The Toronto-Dominion Bank (Canada) is seeking a Financial Planner in Barrie, Ontario to build and grow a client portfolio, delivering holistic financial planning and investment advice. You will develop trusted client relationships, meet growth targets, and navigate licensing steps to support long-term client success.

Join TD Wealth to work with driven clients, leverage data and planning tools, and advance your career through a robust development program, competitive compensation, and potential