Wealth Management Advisor Wealth

Position: Wealth Management Advisor at TD Wealth
Elevate your career with TD Wealth as a Wealth Management Advisor in Hamilton, Ontario. This role focuses on building relationships and crafting tailored investment strategies for high-net-worth clients.

As part of the Developing Investment Advisor Program at TD Wealth, you will engage with high-net-worth clients, developing comprehensive wealth management and investment strategies. This position demands a client-facing approach, expert knowledge in investment landscapes, and entrepreneurial ambition to grow your client base.

Key Responsibilities:

• Build and nurture a client base of HNW & UHNW individuals

• Develop wealth management strategies tailored to client needs

• Make informed recommendations on portfolio construction and rebalancing

• Action a business plan to attract and retain clients

• Establish relationships with TD Partners to provide goal-based advice

Requirements:

• Undergraduate Degree in finance, business, or economics

• Currently licensed as a Registered Representative with CIRO

• 3+ years of client-facing relationship management experience

• Deep knowledge of investment markets and portfolio management

• Commitment to ethical client service and compliance

Become a trusted advisor, fostering relationships and delivering customized wealth strategies at TD Wealth in Hamilton.
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