Investment Advisor - Wealth

Position: Investment Advisor - TD Wealth
Advance your career as an Investment Advisor at TD Wealth in Windsor, Ontario, working with high-net-worth clients to provide customized wealth solutions. This role emphasizes relationship-building and strategic investment planning.

You will participate in the Developing Investment Advisor Program, gaining knowledge in financial consultancy and client management. The program is structured to help you forge a successful practice, focusing on your ability to develop and implement investment strategies and grow your client portfolio.

Key Responsibilities:

• Establish a strong client base among high-net-worth individuals

• Design tailored wealth management strategies for clients

• Offer recommendations on portfolio construction and management

• Execute strategic marketing plans for client acquisition

• Leverage partnerships within TD for enhanced client services

Requirements:

• Degree in finance, business, or economics

• Over 3 years of client-facing sales experience

• Current licensing as a Registered Representative with CIRO

• Proven understanding of investment landscapes

• Skilled communicator with strong interpersonal abilities

Thrive in a supportive environment focusing on wealth management at TD Wealth in Windsor.
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