Build financial plans in Kemptville with TD Wealth, using relationship-building and investment advice to guide clients toward their goals.

As a Financial Planner, you will grow a client portfolio through proactive business development and holistic financial planning advice. You will understand client priorities, analyze results with data and technology tools, and provide informed investment guidance. The role suits specialists with banking, financial services, or client-facing sales experience.

Key Responsibilities:
Understand clients’ priorities and guide financial decisions
Acquire clients through outreach and community presence
Use prospecting methods, events, networking, and engagement
Analyze data and results to provide advice




Manage risk and support teammates collaboratively

Requirements:
Three to five years’ relevant experience preferred
Ability to build relationships and grow client bases
Experience delivering 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 Kemptville.
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📌 Financial Planner Td Wealth Kemptville
🏢 TD Bank Group
📍 Kemptville