Wealth Client-Focused Investment Advisor

Position: TD Wealth Client-Focused Investment Advisor
Drive your career with TD Wealth as a Client-Focused Investment Advisor in Hamilton, Ontario. This position combines client engagement with strategic wealth management for high-net-worth individuals.

The Developing Investment Advisor Program at TD Wealth allows you to leverage your knowledge and entrepreneurial skills to assemble a diverse client base. You will develop investment strategies, creating value for clients while managing risk effectively.

Your role will be pivotal in establishing meaningful relationships with clients and associates alike.

Key Responsibilities:

• Cultivate relationships with high-net-worth clients and business owners

• Design comprehensive investment strategies in alignment with client goals

• Provide insights on portfolio monitoring and rebalancing

• Execute a client acquisition strategy via prospecting and marketing

• Foster partnerships with TD Partners for tailored wealth advice

Requirements:

• Bachelor’s Degree in relevant discipline

• CIRO Registered Representative license required

• At least 3 years in a sales or client-facing role

• Expertise in portfolio management and market knowledge

• Eager to maintain high compliance and ethical standards

Harness your investment expertise to empower clients as a dedicated advisor at TD Wealth.
#J-18808-Ljbffr