Elevate your career with TD Wealth as a Developing Investment Advisor in Winnipeg, Manitoba. This role combines your passion for investments to empower high-net-worth clients with personalized financial strategies.
In this specialized program, you will gain essential knowledge in technical, financial, and interpersonal skills as part of your development towards successful client portfolio management. With TD Wealth, you'll build relationships, offer tailored investment advice, and leverage comprehensive training focused on strategy and practice management support.
Key Responsibilities:
• Build a client base of high-net-worth individuals
• Develop customized investment strategies for diverse needs
• Make portfolio recommendations based on client objectives
• Execute a proactive marketing and prospecting plan
• Collaborate with TD partners to enhance client service
Requirements:
• Undergraduate degree in finance or related discipline
• Licensed as a Registered Representative with CIRO
• 3+ years experience in a client-facing sales role
• Knowledge of investment landscapes and portfolio management
• Life Insurance License (LLQP) within 6 months of hire
Utilize your entrepreneurial drive and client-focused approach to succeed in wealth management with TD Wealth.
#J-18808-Ljbffr