Developing Investment Advisor Wealth

Position: Developing Investment Advisor at TD Wealth
Kickstart your career as a Developing Investment Advisor at TD Wealth in Concord, Ontario. This role focuses on building client portfolios and providing customized wealth management for high-net-worth individuals.

As a Developing Investment Advisor, you will build relationships with high-net-worth clients while receiving comprehensive training in financial, technical, and interpersonal skills. This is an opportunity to engage in a program that accelerates your professional growth and knowledge in investment advice, strategic business development, and client management practices.

Key Responsibilities:

• Build a client base of high-net-worth clients

• Develop personalized investment strategies tailored to client needs

• Make portfolio recommendations, including security selection

• Implement proactive marketing and prospecting strategies

• Establish beneficial client relations across TD Partners

Requirements:

• Undergraduate degree in finance or related field

• 3+ years of client-facing sales experience

• Registered Representative license with CIRO

• Knowledge of investment landscape and portfolio management

• Excellent communication and relationship management skills

Bring your entrepreneurial spirit to TD Wealth and empower clients with tailored investment solutions.
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