Investment Advisor Client Portfolio Builder
TD Bank Group • hanover, on, Canada
Il y a 2 heures
Description de poste
Build client portfolios through strategic outreach and investment advice with TD in Hanover, Ontario, supporting ambitious clients and their goals.
This Financial Planner position focuses on proactive business development, holistic planning, and lasting client relationships. You will combine networking, community engagement, data analysis, and financial knowledge to deliver informed guidance. The work also includes improving productivity, supporting teammates, and keeping risk management central.
Key Responsibilities:
- Grow a client portfolio through proactive business development
- Bring in assets using strategic outreach and networking
- Attend and host events within the community
- Deliver holistic financial planning and investment advice
- Identify ways to improve productivity and work practices
Requirements:
- Three to five years of relevant experience preferred
- Demonstrated investment advice experience
- Strong ability to build enduring client relationships
- Eligibility for Registered Representative licensing through CIRO
- CFP eligibility under FP Canada requirements
Use networking, business development, financial planning, and relationship skills to grow clients and assets as a TD Financial Planner.
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