Build client portfolios through strategic outreach and investment advice with TD in Hanover, Ontario, supporting ambitious clients and their goals.

This Financial Planner position focuses on proactive business development, holistic planning, and lasting client relationships. You will combine networking, community engagement, data analysis, and financial knowledge to deliver informed guidance. The work also includes improving productivity, supporting teammates, and keeping risk management central.

Key Responsibilities:
Grow a client portfolio through proactive business development
Bring in assets using strategic outreach and networking
Attend and host events within the community
Deliver holistic financial planning and investment advice
Identify ways to improve productivity and work practices

Requirements:
Three to five years of relevant experience preferred
Demonstrated investment advice experience
Solid ability to build enduring client relationships
Eligibility for Registered Representative licensing through CIRO
CFP eligibility under FP Canada requirements

Use networking, business development, financial planning, and relationship skills to grow clients and assets as a TD Financial Planner.

📌 Investment Advisor Client Portfolio Builder Hanover
🏢 TD Bank Group
📍 Hanover