Financial Planner Client Portfolio Development

Build a client portfolio in Chatham as a Financial Planner, using relationship development and investment advice to guide clients toward their goals.

TD Wealth seeks a Financial Planner to deliver holistic financial planning advice while proactively growing new client relationships. You will understand client priorities, bring in assets, and provide guidance throughout financial journeys. The position emphasizes prospecting, analysis, collaboration, and risk management.

Key Responsibilities:

• Build and grow a personal client portfolio
• Acquire clients through outreach and community presence
• Use data and technology tools to analyze results
• Deliver holistic financial planning and investment advice
• Support teammates while managing client and company risk

Requirements:

• Three to five years banking or financial services experience preferred
• Experience building relationships and growing a client base
• Successful Canadian Investment Regulatory Exam completion before starting
• Readiness to become a Registered Representative with CIRO
• Commitment to earn the Certified Financial Planner designation

Apply financial planning, prospecting, and relationship-building skills as a TD Wealth Financial Planner serving Chatham clients.