Turn investment knowledge into client guidance at TD Wealth, serving Hanover, Ontario, through holistic planning and relationship-focused advice.
This Financial Planner position centers on helping clients reach financial and life goals while building a growing portfolio. You will develop relationships, deliver investment advice, and stay current with markets, trends, regulations, and best practices. Success includes strategic prospecting, event participation, networking, local community engagement, and thoughtful use of data and technology. Candidates should bring three to five years in banking, financial services, or client-facing sales, with demonstrated client-base growth. A bachelor’s degree is a plus. The position also requires regulatory examination completion, Registered Representative licensing through CIRO, and commitment to pursue CFP certification.
Key Responsibilities:
- Deliver holistic financial planning and investment advice
- Build lasting relationships around client goals
- Prospect through cold calling, events, and networking
- Monitor markets, financial trends, and regulations
- Protect clients and the company through risk management
Requirements:
- Three to five years of applicable experience preferred
- Proven relationship-building and client-base growth ability
- Canadian Investment Regulatory Exam completed before start
- Readiness to obtain CIRO Registered Representative licensing
- Commitment to earn CFP certification within three years
Apply investment passion, transparent communication, and client relationship skills as a Financial Planner supporting TD Wealth clients.