Investment Advisor Wealth

Position: Investment Advisor with TD Wealth
Elevate your career as an Investment Advisor in Ottawa with TD Wealth. This role empowers you to craft custom investment solutions and engage with high-net-worth clients.

At TD Wealth, we're recruiting a client-focused Investment Advisor committed to delivering exceptional service. In this position, you will develop investment strategies for affluent clients while receiving specialized training in business development and portfolio management. Your efforts will enhance client relationships and drive business growth.

Key Responsibilities:

• Establish and grow a portfolio of high-net-worth clients

• Create tailored wealth management strategies for clients

• Develop a proactive business plan for client acquisition

• Collaborate with TD Partners for client solutions

• Protect organizational interests through risk management

Requirements:

• Degree in finance, business, or economics

• 3+ years in a sales or relationship role

• Current Registered Representative license

• Excellent interpersonal communication skills

• Life Insurance License required within 6 months

Drive your passion for investments and client success at TD Wealth in Ottawa.
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