Developing Advisor High-Net-Worth Clients

Position: Developing Advisor for High-Net-Worth Clients
Join TD Wealth in Calgary as a Developing Investment Advisor to empower clients with tailored wealth strategies. Network with high-net-worth individuals while building your portfolio.

This position in Private Wealth Management requires entrepreneurial-minded professionals eager to develop their knowledge of wealth management and client service. Through the Developing Investment Advisor Program, you will refine your skills to provide expert investment advice, while fostering meaningful relationships with clients and referral sources for long-term success.

Key Responsibilities:

• Cultivate a diverse portfolio of high-net-worth clients

• Develop customized investment strategies tailored to client needs

• Provide strategic portfolio recommendations and performance monitoring

• Design and activate business plans for client acquisition

• Build impactful relationships with TD Partners for comprehensive service

Requirements:

• Degree in finance, economics, or business

• Active CIRO Registered Representative

• Minimum of three years in a client-focused sales capacity

• Understanding of investment strategies and market dynamics

• Obtain Life Insurance License (LLQP) within six months

Maximize your potential in investment advisory by supporting high-net-worth clients at TD Wealth.
#J-18808-Ljbffr