Financial Planner Client Portfolio Development (New Minas)

Financial Planner Client Portfolio Development (New Minas)

09 Nov
|
Superprof
|
New Minas

09 Nov

Superprof

New Minas

Build client relationships as a Financial Planner in Kentville, Nova Scotia, using financial planning expertise and proactive business development. Deliver holistic advice while growing a portfolio.

TD seeks a Financial Planner for its Wealth business, supporting driven clients through their financial journeys. You will understand client priorities, provide investment advice, and develop new business through outreach and community presence. The role combines relationship building, data analysis, prospecting, and risk management while supporting a cooperative service-focused culture.

Key Responsibilities:

- Guide clients through financial goals and planning decisions
- Acquire clients and bring in assets through outreach
- Use data and technology tools to analyze results




- Maintain current knowledge of financial trends and practices
- Keep risk management central to client and company protection

Requirements:

- Three to five years in banking, finance, or client-facing sales
- Ability to build relationships and grow a client base
- Experience delivering investment advice
- Canadian Investment Regulatory Exam completed before starting
- Commitment to earn Certified Financial Planner designation within three years

Bring relationship building, investment advice, and business development skills to TD Wealth clients in Kentville.

📌 Financial Planner Client Portfolio Development (New Minas)
🏢 Superprof
📍 New Minas

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