Grow your own client portfolio at TD in Hanover, Ontario, combining entrepreneurial networking with data-informed financial planning and client service.

TD Wealth is seeking a Financial Planner to acquire new clients, bring in assets, and provide guidance through every financial stage. You will build business through strategic outreach, hosted events, creative networking, and community involvement. The work also involves analyzing results with data and technology tools, identifying productivity improvements, supporting colleagues, and maintaining current industry knowledge. Preferred candidates have three to five years of banking, financial services, or client-facing sales experience. You must demonstrate relationship-building, client-base growth, and investment advice capabilities. CFP eligibility, CIRE completion, and Registered Representative licensing requirements apply.





Key Responsibilities:

- Build and grow an individual client portfolio
- Generate current relationships through community presence
- Host events and use creative networking tactics
- Use analysis to deliver informed recommendations
- Share insights and contribute to team culture

Requirements:

- Three to five years of related experience preferred
- Demonstrated investment advice delivery skills
- Bachelor’s degree considered an asset
- Meet FP Canada CFP eligibility requirements
- Complete required licensing and regulatory commitments

Use entrepreneurial prospecting, financial analysis, and relationship skills to grow client portfolios as TD Wealth’s Financial Planner.

📌 Client Portfolio Financial Planner Hanover (Canada)
🏢 TD
📍 Canada