Build a client portfolio with TD Wealth in Hanover, Ontario, using financial planning expertise, relationship building, and proactive business development.
As a Financial Planner, you will deliver holistic advice while guiding clients through significant financial decisions. You will understand client goals, acquire new relationships, and bring in assets through outreach and community presence. The role combines investment advice, data analysis, technology tools, networking, and risk management. TD seeks candidates with three to five years of banking, financial services, or client-facing sales experience. A bachelor’s degree is a plus, and relationship-building ability is required.
Key Responsibilities:
- Understand client priorities and guide financial journeys
- Acquire clients through outreach and community engagement
- Analyze data and technology tools to provide advice
- Improve productivity and work practices
- Support teammates and maintain risk management focus
Requirements:
- Three to five years of relevant experience preferred
- Ability to build relationships and grow client portfolios
- Demonstrated ability to deliver investment advice
- Complete the Canadian Investment Regulatory Exam before starting
- Commitment to earn the Certified Financial Planner designation
Bring relationship building, investment knowledge, and business development skills to TD Wealth’s Financial Planner team in Hanover.
📌 Financial Planner TD Wealth Hanover
🏢 TD
📍 Hanover