09 Nov
|
TD Bank Group
|
Chatham-Kent
09 Nov
TD Bank Group
Chatham-Kent
TD Wealth is seeking a Financial Planner in Chatham, Ontario, to guide clients through financial journeys using analysis and explicit communication.
You will understand client priorities, build relationships, and deliver advice that supports financial and life goals. The position combines portfolio development with investment knowledge, prospecting, and community engagement. You will also collaborate with teammates, improve productivity, monitor industry developments, and keep risk management central.
Key Responsibilities:
- Guide clients through every stage of financial planning
- Build and grow a personal client portfolio
- Use analysis to provide informed financial advice
- Improve productivity and work processes
- Share insights and support a collaborative team
Requirements:
- Ability to connect with clients and build lasting relationships
- Strong problem-solving and communication abilities
- Investment advice and client-base development experience
- Complete CIRE before the start date
- Meet CFP eligibility requirements under FP Canada
Combine client guidance, investment knowledge, analysis, and business development as a Financial Planner with TD Wealth.
📌 TD Wealth Financial Planner (Chatham-Kent)
🏢 TD Bank Group
📍 Chatham-Kent