Business Development Financial Planner Chatham
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Grow a financial planning practice in Chatham through networking, community engagement, and relationship building with clients and prospects.
TD Wealth is seeking a Financial Planner who enjoys entrepreneurial business development and helping clients reach financial and life goals. You will build your own client portfolio, attract new assets, and provide advice informed by data, technology, markets, and regulations. Collaboration and risk awareness remain central to the work.
Key Responsibilities:
- Build a client portfolio through proactive business development
- Attract new clients and bring in assets
- Host events and engage with local communities
- Network creatively and maintain enduring relationships
- Share insights and support a service-focused team
Requirements:
- Three to five years financial services experience preferred
- Ability to grow a client base through relationships
- Bachelor’s degree is a plus
- Complete the Canadian Investment Regulatory Exam before starting
- Meet CFP eligibility and commit to CFP designation
Use networking, business development, and financial planning expertise to build lasting client relationships with TD Wealth in Chatham.
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