TD Wealth seeks a Financial Planner in Chatham, Ontario, using relationship-building and investment advice to serve clients and grow business.
This Financial Planner role focuses on building a client portfolio through proactive business development and holistic financial planning. You will understand client goals, deliver investment advice, analyze results with data and technology tools, and maintain current knowledge of financial trends. The position also emphasizes community presence, risk management, and collaborative support.
Key Responsibilities:
- Understand clients' goals and guide their financial journeys
- Acquire clients and bring in assets through outreach
- Use prospecting, events, networking, and community engagement
- Analyze results and provide informed financial advice
- Maintain financial knowledge and prioritize risk management
Requirements:
- Three to five years' banking or client-facing sales experience preferred
- Ability to build relationships and grow a client base
- Demonstrated ability to deliver investment advice
- Canadian Investment Regulatory Exam completion before starting
- Commitment to earn the Certified Financial Planner designation
Build client relationships and deliver holistic planning, investment advice, and business development through TD Wealth in Chatham.
Financial Planner TD Wealth Chatham employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
