Deliver holistic financial planning at TD Wealth in Bridgewater, Nova Scotia, applying investment advice and communication skills. The schedule is 37.5 hours weekly.

This Financial Planner role serves mass affluent clients by connecting their financial objectives with tailored recommendations. You will foster long-term relationships through reviews, support, and guidance. Success also requires business development, networking, high-value sales, and awareness of economic and regulatory trends.

Key Responsibilities:

- Partner with clients to understand financial objectives
- Foster lasting connections through ongoing support
- Evaluate financial programs, policies, and practices
- Collaborate with teams to enhance client experience
- Stay informed about industry practices and emerging trends

Requirements:

- Passion for financial planning and client goals
- Entrepreneurial mindset with business development experience
- Networking and high-value sales experience
- Comprehensive understanding of industry and economic trends
- Excellent communication and problem-solving abilities

Use client-focused planning, investment knowledge, and financial communication to support TD Wealth customers and their long-term goals.

📌 Holistic Financial Planning Advisor (Canada)
🏢 TD Bank Group
📍 Canada