Build a client portfolio with TD Wealth in Chatham, Ontario, combining prospecting, community networking, and holistic financial planning advice.
As a Financial Planner, you will proactively acquire clients and assets through strategic outreach, events, networking, and local community engagement. The work involves understanding financial and life goals, providing investment advice, using data and technology to analyze results, and improving productivity. Collaboration, service, current market knowledge, and risk management remain central to the position.
Key Responsibilities:
- Grow a client portfolio through proactive business development
- Use cold calling and creative networking tactics
- Attend and host events within local communities
- Apply data and technology tools to analyze results
- Improve productivity while supporting teammates and managing risk
Requirements:
- Three to five years’ financial services or sales experience preferred
- Experience growing client relationships and delivering investment advice
- Bachelor’s degree is a plus
- Ready to become a Registered Representative with CIRO
- Meet CFP eligibility requirements under FP Canada
Use prospecting, networking, analysis, and investment expertise to expand client relationships as a TD Wealth Financial Planner.