Build financial plans in Kemptville with TD Wealth, using relationship-building and investment advice to guide clients toward their goals.
As a Financial Planner, you will grow a client portfolio through proactive business development and holistic financial planning advice. You will understand client priorities, analyze results with data and technology tools, and provide informed investment guidance. The role suits professionals with banking, financial services, or client-facing sales experience.
Key Responsibilities:
- Understand clients' priorities and guide financial decisions
- Acquire clients through outreach and community presence
- Use prospecting methods, events, networking, and engagement
- Analyze data and results to provide advice
- Manage risk and support teammates collaboratively
Requirements:
- Three to five years' relevant experience preferred
- Ability to build relationships and grow client bases
- Experience delivering investment advice
- Complete the Canadian Investment Regulatory Exam before starting
- Commitment to earn the Certified Financial Planner designation
Bring relationship-building, investment knowledge, and business development skills to TD Wealth's Financial Planner team in Kemptville.
Financial Planner TD Wealth Kemptville 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.
