Turn investment knowledge into client progress as a Financial Planner with TD Wealth in Kemptville, Ontario, focused on relationships and advice.

This Financial Planner role combines client portfolio growth with holistic financial planning and investment advice. You will prospect through cold calling, events, networking, and local community engagement while learning what matters most to clients. Data analysis, technology tools, risk management, and current financial trends support your daily work.

Key Responsibilities:
Build and grow a personal client portfolio
Bring in assets through strategic outreach
Attend and host events for prospecting
Apply data and technology tools to analyze results
Stay current with financial trends and practices

Requirements:
Banking, financial services, or client-facing sales experience
Three to five years’ experience preferred
Demonstrated relationship-building and client-base growth
Readiness to become a CIRO Registered Representative
CFP eligibility under FP Canada requirements

Use client connection, prospecting, and investment advice expertise to develop lasting relationships as a TD Wealth Financial Planner.

📌 Investment Advisor Client Portfolio Builder Kemptville (Canada)
🏢 TD Bank Group
📍 Canada