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
• Robust 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