Pursue an engaging career in wealth management as a Developing Investment Advisor with TD Wealth in Québec, Quebec. This role emphasizes building client relationships and crafting investment strategies.
TD Wealth is committed to training candidates through its Developing Investment Advisor Program, where you'll gain critical knowledge in portfolio management and client engagement. You will learn to develop business plans that enhance your market presence while maintaining ethical standards.
Key Responsibilities:
• Develop relationships with high-net-worth clients and business owners
• Design customized investment strategies that meet client goals
• Recommend portfolio management techniques and strategies




• Engage in business development through effective marketing
• Establish alliances with TD Partners for holistic wealth advice
Requirements:
• Degree in finance, economics, or a related discipline
• At least 3 years in client-facing roles, preferably in finance
• CIRO Registered Representative status required
• CFP, CIM, or CFA designations valued
• Life Insurance License (LLQP) to be obtained within 6 months
Join the TD Wealth team to gain valuable insights and expertise in wealth management today.
#J-18808-Ljbffr

📌 TD Wealth Investment Advisor Training (Quebec City)
🏢 The Toronto-Dominion Bank (Canada)
📍 Quebec City