Investment Advisor at TD Wealth

Location: Quebec

Explore a rewarding career as an Associate Investment Advisor with TD Wealth in Québec. Leverage your client management and financial planning expertise to provide quality investment advice.

This full-time position focuses on managing client portfolios to ensure long-term profitability. You will work with a range of financial products, collaborating with other sectors to enhance client experience.

Your role is key in identifying sales opportunities and fostering strong relationships to drive growth.

Key Responsibilities:

• Manage client portfolios for long-term profitability

• Offer quality investment advice across various products

• Collaborate with TD sectors for enhanced service

• Identify sales opportunities to boost client acquisition

• Ensure compliance with regulatory standards

Requirements:

• University degree or diploma in relevant field

• Registration as a representative with the OCRCVM

• At least 3 years of experience in client wealth management

• Knowledge of investment products and financial planning

• Ability to maintain a strong client-centric focus

Utilize your financial expertise and passion for client relations as you thrive with TD Wealth in Québec.
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