Build financial relationships with TD clients in Chatham, Ontario, through investment advice, networking, and consistent community engagement. Hours are 37.5 weekly.

This Financial Planner opportunity centers on developing a client portfolio through proactive business development. You will connect with prospective clients through outreach, events, creative networking, and local involvement. The role also requires holistic planning advice, financial trend awareness, productivity improvements, and careful risk management.

Key Responsibilities:

- Develop recent clients through strategic outreach and community presence
- Attend and host events for prospecting
- Apply creative networking tactics to expand relationships




- Provide holistic financial planning and investment advice
- Stay current with financial trends and best practices

Requirements:

- Bachelor’s degree is a plus
- Three to five years’ relevant experience preferred
- Relationship-building and client-base growth experience
- Registered Representative licensing through CIRO, or readiness
- Commitment to earn CFP designation within three years

Bring networking, client acquisition, and financial planning capabilities to TD’s community-focused Financial Planner position in Chatham.

📌 Investment Advisor Community Development (Chatham-Kent)
🏢 TD Bank Group
📍 Chatham-Kent