{"id":3190796,"url":"https://alion.io/job/td-bank-group-associate-planner-chatham-on","title":"Associate Planner - Chatham, ON","company":{"id":3167,"name":"TD Bank Group","domain":"td.com","url":"https://alion.io/company/td-bank","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":98,"open_postings":313,"ghost_share":0.003,"stale_share":0.259,"repost_share":0.019,"time_to_fill_p50_days":19,"computed_at":"2026-11-06T05:58:05Z"}},"role":"Operations","role_family":"Operations","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Sarnia, Canada","Windsor, Canada","Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":58000,"max_usd":108000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":261},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-23T00:00:00Z","employer_posted_date":"2026-10-23","last_verified_at":"2026-11-06T11:14:27Z","board_verified":true,"closed_at":null,"days_open":14,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":14},"description":"Work Location:\nChatham, Ontario, CanadaHours:\n37.5Line of Business:\nTD WealthPay Details:\n$60,000 - $70,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.\nAs a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.\nJob Description:\nJoin Our Team as a Financial Planner\nMake an Impact, Build Your Future, and Help our Clients Succeed\nReady to launch your career and make a real difference? Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with people, want to be at the cutting edge of financial planning, and care about lifting others up, this could be the perfect opportunity for you!\nIn this role, you will build and grow your own client portfolio through proactive business development while delivering holistic financial planning advice. You’ll work with clients to understand what matters most to them and guide them with confidence through every stage of their financial journey.\nWhat You'll Do\nGet to know clients-what matters to them, what they want for their future-and guide them every step of the way.\nProactively acquire new clients and bring in assets through a mix of strategic outreach and consistent community presence\nLeverage a variety of prospecting methods-including cold calling, attending and hosting events, creative networking tactics, and local community engagement\nUse data and tech tools to dig deep, analyze results, and give smart advice that makes a difference.\nFind new ways to boost productivity and improve the way we work-your ideas matter here!\nStay up to date with the latest financial trends and best practices to keep your skills sharp.\nSupport your teammates, share your insights, and be part of a collaborative environment.\nAlways keep risk management top of mind to protect clients and the company.\nBe an active, valued member of our positive, service-focused team culture.\nWhat We're Looking For\nBachelor’s degree is a plus\n3-5 years of experience in banking, financial services, or a client-facing sales role preferred\nDemonstrated ability to build relationships, grow a client base, and deliver investment advice\nLicensing & Regulatory Requirements\nSuccessful completion of the Canadian Investment Regulatory Exam (CIRE) required prior to your start date\nReady to get licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) if you aren’t already\nCommitment to earn your Certified Financial Planner (CFP) designation in your first three years\nCFP eligibility as per FP Canada requirements: Hold a university degree OR have up to 10 years relevant experience OR 5+ years as a QAFP pro in good standing\nWhat Makes You Stand Out\nYou genuinely care about helping your clients reach their financial and life goals\nInvestments are your passion - staying up to date on markets, news, and trends is part of your daily routine.\nYou’re entrepreneurial-love networking, get excited by the idea of building your own business, and achieving your own financial goals\nYou know what’s happening in the industry and keep up with trends and regulations\nYou excel at connecting with others, possess outstanding problem-solving abilities, and are skilled at forging enduring relationships.\nYou communicate clearly, work well in a team or solo, and you’re always there to support and connect with others\nWant to shape your own future while helping others succeed? Apply now-your journey starts here!\nWho We Are:\nTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.\nOur Total Rewards Package\nOur 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 at TD includes a base salary, variable compensation, and several other 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 programs. Learn more\nAdditional Information:\nWe’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.\nPlease 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.\nColleague Development\nIf you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. 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.\nIf 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.\nWe'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.\nTraining & Onboarding\nWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.\nInterview Process\nWe’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.\n Accommodation\nYour accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.\nWe look forward to hearing from you!\nLanguage Requirement (Quebec only):\nSans Objet","description_format":"text","description_chars":7366,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Growth opportunities","Mentoring programs"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Investment Banking & M&A Advisory","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-24T01:28:37Z"}],"visa":[],"liveness":{"score":66,"band":"ok","label":"Likely open","p_open":1,"p_active":0.875,"p_room":0.75,"age_days":14,"expected_fill_days":19,"reasons":["conf:3","velocity","win:late","comp:brand"],"computed_at":"2026-11-06T05:58:05Z"},"pay":null,"html_url":"https://alion.io/job/td-bank-group-associate-planner-chatham-on","json_url":"https://alion.io/job/td-bank-group-associate-planner-chatham-on.json","meta":{"generated_at":"2026-11-06T17:20:35Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":32246,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-07T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3167},"rest":"https://alion.io/mcp/rest/get_company?id=3167"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftd-bank-group-associate-planner-chatham-on"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftd-bank-group-associate-planner-chatham-on"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftd-bank-group-associate-planner-chatham-on"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/td-bank-group-associate-planner-chatham-on\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftd-bank-group-associate-planner-chatham-on"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3190796}},{"tool":"search_jobs","arguments":{"company":"td.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3190796},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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