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 prospect 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 (Canada)
🏢 TD Bank Group
📍 Canada