Elevate your career at TD Wealth as a Developing Investment Advisor. This role provides a unique opportunity to build client relationships while mastering investment strategies for high-net-worth individuals.
Join TD Wealth's Developing Investment Advisor Program designed for entrepreneurial spirit and passion for finance. Gain extensive training in technical, financial, and interpersonal skills, enhancing your ability to serve clients effectively. Your mission will include building a strong client base and driving portfolio management.
Key Responsibilities:
• Build a portfolio of HNW and UHNW clients
• Develop customized wealth management strategies
• Make informed portfolio construction recommendations
• Create business plans to enhance client acquisition
• Foster strategic relationships to provide holistic advice
Requirements:
• Undergraduate degree in finance or business
• Licensed Registered Representative with CIRO
• 3+ years in a client-facing sa...