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.
J-18808-Ljbffr