Financial Planner TD Wealth Hanover

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.