Help clients pursue financial and life goals in Kemptville as a TD Wealth Financial Planner, combining clear communication with business development.

You will create holistic financial plans, deliver investment advice, and build a client portfolio through consistent community presence. Success requires connecting with people, networking, analyzing results, and staying informed about markets, regulations, and industry trends. Collaboration, problem-solving, and careful risk management shape the work.

Key Responsibilities:

- Guide clients through each financial planning step
- Develop recent relationships through community engagement
- Network creatively and conduct cold calls
- Improve productivity and working methods
- Share insights and support team members

Requirements:

- Bachelor’s degree is a plus
- Strong communication and problem-solving abilities
- Entrepreneurial approach to networking and business building
- Complete CIRE before the start date
- Earn CFP designation within the first three years

Apply communication, networking, financial planning, and investment expertise while building a client-focused practice with TD Wealth.

📌 TD Wealth Financial Planning Advisor (Kemptville)
🏢 TD Bank Group
📍 Kemptville