Build lasting client relationships as a Financial Planner with TD in Bridgewater, Nova Scotia, focused on tailored advice and business growth.

You will conduct detailed financial reviews for mass affluent clients and translate insights into recommendations. The role combines relationship management, service monitoring, productivity improvement, and collaboration. You will also guide colleagues, uphold risk controls, and contribute to a positive, service-oriented workplace.

Key Responsibilities:

- Develop recommendations using data-driven insights
- Maintain long-term client relationships through guidance
- Monitor productivity and identify efficiency opportunities
- Collaborate toward shared objectives and service excellence
- Contribute to a positive service-oriented workplace

Requirements:

- Three to five years’ banking experience preferred
- Proven client relationship management experience
- Tailored investment advice experience preferred
- Ability to work collaboratively or independently
- Commitment to CFP designation within the first three years

Apply relationship management, tailored investment advice, and service improvement skills while helping TD Wealth clients pursue financial ambitions.

📌 Client Relationship Financial Planner (Canada)
🏢 TD Bank Group
📍 Canada