Investment Advisor - TD Wealth

Position: Full-Time Investment Advisor - TD Wealth
Experience the dynamic role of a Full-Time Investment Advisor at TD Wealth, located in Hamilton, Ontario. In this position, you will provide high-net-worth clients with tailored investment solutions and personal wealth management.

As part of the Developing Investment Advisor Program, you gain firsthand experience while embedding yourself in the investment community. This role emphasizes relationship building and strategic advisory, offering you the tools and coaching necessary to excel in the market. Your expertise will help clients navigate their investment journeys effectively.

Key Responsibilities:

• Develop tailored wealth management plans for clients

• Strengthen relationships with HNW and UHNW clients

• Implement strategic business development initiatives

• Collaborate with TD Partners for comprehensive service offerings

• Identify and mitigate financial risks

Requirements:

• Bachelor's degree in finance, business, or economics

• Current CIRO Registered Representative license

• 3+ years in client-facing roles, ideally in finance

• Strong understanding of the investment environment

• Life Insurance License (LLQP) must be obtained in 6 months

Utilize your investment knowledge and interpersonal skills to succeed in your role at TD Wealth.
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