Join TD Financial Planning as a Financial Planner in London and create impactful financial journeys for clients. This role emphasizes proactive business development and deep client engagement.
As a Financial Planner at TD Financial Planning, you'll focus on cultivating relationships and growing your own client portfolio. Candidates should have 3–5 years of experience in financial services, plus a bachelor’s degree preferred. Key actions include actively securing new clients and enhancing productivity through innovative methods and teamwork.
Key Responsibilities:
• Develop client relationships through active engagement
• Proactively acquire and manage new clients
• Utilize various outreach methods for prospecting
• Provide strategic financial insights through data analysis
• Collaborate with team members to share insights
Requirements:
• Experience in banking or financial services (3–5 years)
• Bachelor’s degree is advantageous
• Ready to secure RR licen...