Developing Investment Advisor at TD Wealth

Elevate your career with TD Wealth in Hamilton, Ontario, as a Developing Investment Advisor. Focus on high-net-worth clients by creating tailored wealth management strategies and portfolio solutions.

As a Developing Investment Advisor at TD Wealth, you will build relationships with high-net-worth and ultra-high-net-worth clients, families, and business owners. This role requires you to develop comprehensive investment strategies, make informed recommendations, and utilize a proactive business plan for client acquisition. You'll engage in marketing and prospecting efforts to increase market share and profitability while ensuring the organization's interests are protected.

Key Responsibilities:

• Build a client base of high-net-worth individuals and families

• Develop personalized wealth-management strategies for clients

• Recommend portfolio construction and monitoring strategies

• Implement proactive sales strategies to attract clients

• Establish beneficial relationships across TD’s services

Requirements:

• Undergraduate degree in finance or related field

• 3+ years in a client-facing sales role

• Current Registered Representative license

• Knowledge of investment landscapes and portfolio management

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

Utilize your sales expertise and investment knowledge at TD Wealth in Hamilton.
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