Financial Planner: Grow Your Client Portfolio (Commission)

TD; Kentville; On-site; CAD 60,000 - 70,000; Full time

Job summary

TD Wealth in Kentville, Nova Scotia is hiring a Financial Planner to build and grow a personal client portfolio while delivering holistic financial planning advice. You will proactively acquire clients, manage assets, and guide clients through financial decisions in a collaborative environment.

The role emphasizes relationship-building, staying current with market trends, and pursuing professional credentials such as CFP within the first three years. Ontario-based licensing may apply as needed.

Qualifications

• Experience in banking, financial services, or client-facing sales role preferred.
• Ability to build relationships and grow a client base while delivering investment advice.
• Wamiliarity with financial planning processes and client needs.

Responsibilities

• Build and grow your own client portfolio through proactive business development.
• Deliver holistic financial planning advice to clients.
• Acquire new clients and bring in assets via outreach and community presence.
• Use data and tools to analyze results and provide sound advice.
• Collaborate with teammates to support a service-focused culture.
• Maintain up-to-date knowledge of financial markets and trends.

Skills

Client relationship

Business development

Financial planning

Communication skills

Education

Bachelor's degree

Job description

TD Wealth in Kentville, Nova Scotia is hiring a Financial Planner to build and grow a personal client portfolio while delivering holistic financial planning advice. You will proactively acquire clients, manage assets, and guide clients through financial decisions in a collaborative environment.

The role emphasizes relationship-building, staying current with market trends, and pursuing professional credentials such as CFP within the first three years. Ontario-based licensing may apply as needed.