Financial planning and client relationships define this TD Wealth chance in Hanover, Ontario, with data analysis supporting personalized investment advice.

As a Financial Planner, you will build a client portfolio through business development and holistic financial planning advice. You will understand client goals, guide financial journeys, and contribute to a service-focused team. The position emphasizes relationship building, prospecting, investment advice, and risk management.

Key Responsibilities:

- Understand client priorities and guide financial decisions
- Acquire clients through outreach and community presence
- Use prospecting methods including cold calling and events
- Analyze data and technology tools to provide advice




- Maintain current knowledge of financial trends and practices

Requirements:

- Three to five years in banking or financial services preferred
- Experience in client-facing sales roles preferred
- Ability to build relationships and grow a client base
- Successful Canadian Investment Regulatory Exam completion before starting
- Commitment to earn Certified Financial Planner designation within three years

Apply financial planning, relationship building, prospecting, and investment advice skills as a TD Wealth Financial Planner in Hanover.

📌 Financial Planner TD Wealth Hanover
🏢 TD Bank Group
📍 Hanover