Wealth Investment Advisor at TD Wealth
The Toronto-Dominion Bank (Canada)
Explore a rewarding career as a Wealth Investment Advisor with TD Wealth in Grande Prairie, Alberta. This role focuses on personalized wealth management and developing tailored investment strategies. As a Wealth Investment Advisor, you'll engage directly with high-net-worth clients at TD Wealth Private Investment Advice, utilizing your 5-10 years of relevant experience. Your expertise in wealth planning and portfolio management will help clients achieve their financial aspirations. This position involves driving client engagement through relationship building and comprehensive advice across financial products and services. Key Responsibilities:
- Assess and document clients’ investment goals and risk profiles
- Provide tailored wealth advice and product solutions
- Advise on portfolio management and ongoing investment monitoring
- Cultivate valuable relationships with potential clients and partners
- Develop proactive sales strategies to increase profitability
- 5-10 years of sales or client relationship experience
- Exceptional relationship-building and communication skills
- Undergraduate degree and CIRO Registered Representative licensure
- Life Insurance License (LLQP) necessary within 3 months
- Additional relevant qualifications (CIWM, CFP) preferred
Vacancy posted 7 days ago
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