Join TD Wealth in London, Ontario, as an Investment Advisor focused on fostering high-net-worth client relationships and investment solutions. This role combines strategy development with client engagement. As a Developing Investment Advisor, you will work directly with affluent clients to provide holistic wealth management services. Engage in specialized training that prepares you for success in a competitive market while growing your personal client base effectively. Key Responsibilities:
- Develop a client roster of HNW and UHNW individuals
- Tailor investment strategies focused on client objectives
- Implement strategic plans for customer acquisition
- Establish connections with referral partners for growth
- Identify and manage risks associated with investments Requirements:
- Bachelor’s degree in finance, business, or related field
- 3+ years’ experience in a sales or client role
- Licensed Registered Representative through CIRO
- Relevant designations such as CFP, CIM, or CFA beneficial
- Obtain Life Insurance License (LLQP) within 6 months Bring your experience and passion for investments to TD Wealth’s Investment Advisor role and make an impact in London.
📌 TD Wealth Investment Advisor Career (London)
🏢 TD
📍 London
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