Investment Strategies Advisor at TD Wealth (Markham)

Investment Strategies Advisor at TD Wealth (Markham)

05 Aug
|
The Toronto-Dominion Bank (Canada)
|
Markham

05 Aug

The Toronto-Dominion Bank (Canada)

Markham

Join TD Wealth in Markham, Ontario, as a Developing Investment Advisor and enhance your financial advisory skills. This role focuses on building a portfolio for high-net-worth clients with robust training and support.

In this position, you'll develop comprehensive wealth management strategies tailored to client needs while targeting high-net-worth individuals. The advisor must effectively implement a business plan geared towards acquiring new clients and fostering lasting relationships, applying the OneTD approach to provide integrated services.

Key Responsibilities:

- Establish a diverse client base among high-net-worth individuals
- Design wealth management strategies based on client objectives
- Recommend portfolio construction and investment options




- Execute business development strategies to grow clientele
- Foster relationships with potential partners and referral sources

Requirements:

- Degree in finance, business, economics, or a related field
- CIRO Registered Representative license mandatory
- Minimum 3 years in a client relationship role
- Solid understanding of investments and financial markets
- Excellent interpersonal and communication skills

Make your mark as a key advisor at TD Wealth, guiding clients through their financial journeys.

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📌 Investment Strategies Advisor at TD Wealth (Markham)
🏢 The Toronto-Dominion Bank (Canada)
📍 Markham

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