Financial Planner Client Portfolio

TD seeks a Financial Planner in Chatham, Ontario, combining relationship building with holistic financial planning advice. The role includes proactive client development.

As a Financial Planner, you will build a client portfolio and help clients pursue financial and life goals. You will deliver investment advice while using data and technology tools to analyze results. Success involves prospecting, community presence, networking, and maintaining current financial knowledge.

Key Responsibilities:

• Understand clients’ priorities, futures, and financial goals
• Acquire clients and bring in assets through outreach
• Use cold calling, events, networking, and community engagement
• Analyze results using data and technology tools
• Manage risk while supporting clients and teammates

Requirements:

• Three to five years’ banking or financial services experience preferred
• Client-facing sales experience preferred
• Ability to build relationships and grow a client base
• Ability to deliver investment advice
• Canadian Investment Regulatory Exam completion before starting

Use relationship building, investment advice, and prospecting skills to grow client portfolios as a TD Financial Planner.