Develop as a Financial Planner with TD in Chatham, Ontario, supporting client goals through investment expertise, clear communication, and relationship building.
This opportunity suits an experienced banking, financial services, or client-facing sales professional who wants to deliver holistic planning advice. You will connect clients with their financial and life goals, stay informed about markets and regulations, and build enduring relationships. The role includes licensing requirements, CFP development, business growth, and collaborative service.
Key Responsibilities: Guide clients through each stage of their financial journey
Deliver investment advice based on client priorities
Stay current on markets, trends, and regulations
Build relationships through communication and community presence
Support colleagues and maintain strong risk awareness
Requirements: Three to five years’ relevant experience preferred
Strong relationship-building and problem-solving abilities
Transparent communication skills in team or solo settings
Complete the Canadian Investment Regulatory Exam before starting
Earn CFP designation within the first three years
Bring investment knowledge, communication, and relationship-building strength to TD’s Financial Planner development path in Chatham.