Deliver holistic financial planning at TD Wealth in Bridgewater, Nova Scotia, applying investment advice and communication skills. The schedule is 37.5 hours weekly.This Financial Planner role serves mass affluent clients by connecting their financial objectives with tailored recommendations. You will foster long-term relationships through reviews, support, and guidance. Success also requires business development, networking, high-value sales, and awareness of economic and regulatory trends.Key Responsibilities:Partner with clients to understand financial objectivesFoster lasting connections through ongoing supportEvaluate financial programs, policies, and practicesCollaborate with teams to enhance client experienceStay informed about industry practices and emerging trendsRequirements:Passion for financial planning and client goalsEntrepreneurial mindset with business development experienceNetworking and high-value sales experienceComprehensive understanding of industry and economic trendsExcellent communication and problem-solving abilitiesUse client-focused planning, investment knowledge, and financial communication to support TD Wealth customers and their long-term goals.

📌 Holistic Financial Planning Advisor (Bridgewater)
🏢 TD Bank Group
📍 Bridgewater