TD Wealth seeks a Financial Planner in Chatham, Ontario, using relationship-building and investment advice to serve clients and grow business.
This Financial Planner role focuses on building a client portfolio through proactive business development and holistic financial planning. You will understand client goals, deliver investment advice, analyze results with data and technology tools, and maintain current knowledge of financial trends. The position also emphasizes community presence, risk management, and team-oriented support.
Key Responsibilities:
Understand clients’ goals and guide their financial journeys
Acquire clients and bring in assets through outreach
Use prospecting, events, networking, and community engagement
Analyze results and provide informed financial advice
Maintain financial knowledge and prioritize risk management
Requirements:
Three to five years’ banking or client-facing sales experience preferred
Ability to build relationships and grow a client base
Demonstrated ability to deliver investment advice
Canadian Investment Regulatory Exam completion before starting
Commitment to earn the Certified Financial Planner designation
Build client relationships and deliver holistic planning, investment advice, and business development through TD Wealth in Chatham.
J-18808-Ljbffr