Elevate your career as an Investment Advisor with TD Wealth in St. John's, Newfoundland. This specialized role focuses on building custom wealth strategies for high-net-worth clients.
In the Developing Investment Advisor Program, you'll cultivate your skills in technical, financial, and interpersonal areas to grow a client portfolio. This position emphasizes robust communication, relationship-building, and strategic marketing to attract high-net-worth clients. Enjoy comprehensive training and support as you navigate portfolio management and client relationships.
Key Responsibilities:
• Build a portfolio of high-net-worth clients • Develop tailored investment strategies for clients • Make informed portfolio recommendations and monitoring • Implement business plans for client acquisition • Collaborate with TD Partners for holistic advice
Requirements: • Undergraduate Degree in finance or related field • 3+ years in client-facing or sales roles • Licensed Registered Representative with CIRO • Solid investment landscape knowledge • Life Insurance License (LLQP) within 6 months
Shape your future in wealth management at TD Wealth, creating lasting client relationships and investment prospects. #J-18808-Ljbffr
📌 Investment Advisor At Td Wealth Winnipeg
🏢 TD
📍 Winnipeg