TD Wealth Investment Advice Planner

Guide TD Wealth clients in Chatham with investment advice, market awareness, and holistic financial planning tailored to their priorities.

This Financial Planner role combines client guidance with business development and portfolio growth. You will analyze information, follow financial trends, and help clients make informed decisions across their financial journeys. Success requires clear communication, relationship building, and disciplined attention to risk management.

• Understand client goals and provide ongoing guidance
• Deliver investment advice and holistic financial planning
• Prospect through cold calling, events, and networking
• Stay current with markets, trends, and best practices
• Improve productivity using data and technology tools

• Three to five years client-facing sales experience preferred
• Demonstrated ability to deliver investment advice
• Canadian Investment Regulatory Exam required before start date
• Willingness to pursue Registered Representative licensing with CIRO
• Commitment to complete Certified Financial Planner designation within three years

Bring investment knowledge, analytical thinking, and client communication skills to financial planning at TD Wealth in Chatham.