09 Nov
|
TD Bank Group
|
Hanover
09 Nov
TD Bank Group
Hanover
TD seeks a Financial Planner in Hanover, Ontario, for clients passionate about investments, markets, financial trends, and meaningful life goals.
You will connect with clients, understand their priorities, and provide holistic advice through each financial journey. The position combines client acquisition, community engagement, investment knowledge, problem-solving, and explicit communication. You will also collaborate with teammates, monitor regulations, and keep risk management in focus.
Key Responsibilities:
- Guide clients toward financial and life goals
- Build relationships through local community engagement
- Research financial trends, markets, and best practices
- Support teammates and share relevant insights
- Keep risk management central to client service
Requirements:
- Bachelor's degree is a plus
- Three to five years of client-facing sales experience preferred
- Ability to grow a client base
- Current Canadian Investment Regulatory Exam completion required
- Commitment to obtain CFP designation within three years
Bring investment passion, client connection, and financial planning expertise to TD Wealth while developing lasting relationships in Hanover.
📌 TD Financial Planner Investment Advice (Hanover)
🏢 TD Bank Group
📍 Hanover