Investment Advisor Program Wealth

Position: Investment Advisor Program at TD Wealth
Kickstart your journey with TD Wealth as an Investment Advisor in Ottawa. This program focuses on developing your skills to effectively serve high-net-worth clients in tailored financial planning.

The Investment Advisor role under TD Wealth involves working closely with affluent clients to create and implement comprehensive wealth management solutions. You will engage in active learning through coaching, training, and hands-on experience, building a client portfolio while ensuring ethical, compliance-based service. Emphasis will be on acquiring new clients and expanding existing relationships.

Key Responsibilities:

• Attract and manage high-net-worth client relationships

• Create comprehensive investment strategies tailored to client needs

• Provide ongoing portfolio management and advice

• Design and implement business plans for growth

• Build connections with external referral sources

Requirements:

• Relevant undergraduate degree or equivalent

• Currently licensed as a Registered Representative

• 3+ years of client relationship experience

• Strong understanding of investment management

• Proven ability in business development and prospecting

Harness your passion for finance and client relationships to thrive in TD Wealth's Investment Advisor Program.
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