Developing Investment Advisor

Position: Developing Investment Advisor Role
Advance your finance career as a Developing Investment Advisor with TD Wealth in Barrie, Ontario. This full-time position emphasizes client engagement and wealth management.

In the Developing Investment Advisor Program, you'll gain vital skills in clients' investments and financial planning strategies. You'll build your clientele through personalized service while receiving enhanced coaching and training. This role involves a proactive approach to market share growth and maintaining relationships with clients to ensure their long-term financial success.

Key Responsibilities:

• Create comprehensive wealth management strategies for clients

• Recommend and adjust portfolios as per market trends

• Prospect for new clients while managing existing relationships

• Collaborate with TD Partners for holistic wealth advice

• Identify and mitigate risks to protect client interests

Requirements:

• Degree in finance or related field required

• Minimum 3 years in a sales or relationship-focused role

• Current registration as a CIRO Registered Representative

• Proven communication and interpersonal skills

• Life Insurance License must be obtained within 6 months

Utilize your investment knowledge and client service skills to make an impact at TD Wealth.
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