Developing Investment Advisor at TD Wealth
TD Bank
Launch your investment career at TD Wealth in Medicine Hat, Alberta, Canada. This role focuses on client portfolio management and personal growth through comprehensive training in wealth management. TD Wealth is seeking Developing Investment Advisors to join their specialized program. This position involves building relationships with high-net-worth clients and devising tailored investment strategies. With training and coaching from experienced professionals, you will gain the skills necessary to thrive in a client-facing role. Key Responsibilities:
- Build a strong client base of HNW clients and families
- Develop personalized wealth management strategies for clients
- Make portfolio recommendations and monitor client investments
- Implement a business plan for client base growth
- Establish beneficial relationships with TD partners
- Undergraduate degree in finance or related field
- Current CIRO Registered Representative license
- Minimum 3 years in client-facing, sales roles
- Knowledge of investment markets and portfolio management
- Strong communication skills and entrepreneurial mindset
Vacancy posted 3 hours ago
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