Financial planning and client relationships define this TD Wealth opportunity in Hanover, Ontario, with data analysis supporting personalized investment advice.
As a Financial Planner, you will build a client portfolio through business development and holistic financial planning advice. You will understand client goals, guide financial journeys, and contribute to a service-focused team. The position emphasizes relationship building, prospecting, investment advice, and risk management.
Key Responsibilities:
- Understand client priorities and guide financial decisions
- Acquire clients through outreach and community presence
- Use prospecting methods including cold calling and events
- Analyze data and technology tools to provide advice
- Maintain current knowledge of financial trends and practices
Requirements:
- Three to five years in banking or financial services preferred
- Experience in client-facing sales roles preferred
- Ability to build relationships and grow a client base
- Successful Canadian Investment Regulatory Exam completion before starting
- Commitment to earn Certified Financial Planner designation within three years
Apply financial planning, relationship building, prospecting, and investment advice skills as a TD Wealth Financial Planner in Hanover.
Financial Planner TD Wealth Hanover in Arthur employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
