TD Wealth Client-Focused Investment Advisor

Become an integral part of TD Wealth as a Client-Focused Investment Advisor in Vancouver. Engage with high-net-worth clients and provide personalized wealth management solutions.

In this role, you will be responsible for building a strong financial advisory practice by developing client relationships and deploying effective wealth strategies. You will leverage your experience to construct investment portfolios while ensuring compliance with regulatory standards.

Key Responsibilities:

• Develop a robust portfolio of HNW clients and business owners

• Craft bespoke investment management and wealth strategies

• Provide portfolio recommendations and performance monitoring

• Execute proactive client acquisition strategies

• Foster interdepartmental partnerships to enhance service delivery

Requirements:

• Bachelor's degree in finance, economics, or business

• Registered Representative licensing through CIRO required

• 3+ years in a relationship-driven sales role

• In-depth knowledge of investment and portfolio management

• Demonstrated entrepreneurial skills in client engagement

Utilize your investment expertise to deliver exceptional financial solutions at TD Wealth.
#J-18808-Ljbffr