Developing Investment Advisor in Ottawa
JobPath Partners LLC
Shape your career as a Developing Investment Advisor with TD Wealth in Ottawa, Ontario. This role provides an opportunity to build a high-net-worth client base while receiving unmatched training and support. TD Wealth is hiring for its Developing Investment Advisor Program. This position offers enhanced coaching and training combined with in-branch support on systems, product orientation, business development, and practice management. Here, you'll develop comprehensive wealth management strategies, making critical recommendations tailored to client needs. Key Responsibilities:
- Build a client base of high-net-worth individuals
- Develop personalized investment strategies for clients
- Make portfolio construction and security recommendations
- Implement a business plan focused on market share growth
- Establish relationships with TD Partners for goal-based advice
- Undergraduate degree in finance or business
- Licensed as a Registered Representative with CIRO
- 3+ years in a client-facing sales role
- Deep knowledge of investment markets
- Excellent communication and interpersonal skills
Vacancy posted 2 days ago
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