Investment Advisor Wealth

Position: Investment Advisor Role at TD Wealth
Elevate your career as an Investment Advisor with TD Wealth in Fredericton, New Brunswick. This developing position focuses on building strong client relationships and tailored wealth management strategies.

TD Wealth is seeking candidates for its Developing Investment Advisor Program. This role emphasizes skills in portfolio management, sales strategies, and risk management, preparing you to serve high-net-worth clients effectively. You'll benefit from specialized training in technical and financial knowledge, along with practical in-branch coaching to foster your growth.

Key Responsibilities:

• Build and maintain relationships with HNW & UHNW clients

• Develop tailored wealth management and investment strategies

• Construct and rebalance client portfolios effectively

• Execute marketing initiatives to expand client base

• Collaborate with TD Partners for comprehensive wealth solutions

Requirements:

• Undergraduate degree in finance or related field

• 3+ years of client-facing, sales experience

• CIRO Registered Representative license required

• Curiosity about market trends and investment strategies

• Life Insurance License (LLQP) within 6 months of hire

Leverage your interpersonal skills and investment knowledge to thrive at TD Wealth.
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