Join TD Wealth in Winnipeg as a Developing Investment Advisor and craft tailored investment solutions for high-net-worth clients. This role emphasizes your entrepreneurial spirit in a supportive, growth-oriented environment.
The Developing Investment Advisor Program equips you with comprehensive training, including strategic business development and client management. You will work towards establishing and nurturing long-term relationships while gaining insights into wealth management practices that resonate with client goals.
Key Responsibilities:
• Establish a base of HNW & UHNW clients
• Design investment strategies based on individual client needs
• Advise clients on portfolio management and rebalancing
• Implement business plans to grow market share
• Foster relationships with TD partners for holistic service
Requirements:
• Bachelor's degree in finance, business, or economics
• Must hold CIRO Registered Representative license
• 3+ years in a sales or relationship management role
• Deep familiarity with investment strategies and markets
• Obtain Life Insurance License (LLQP) in 6 months
Leverage your skills and ambition to thrive in the agile field of wealth management with TD Wealth.
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📌 Developing Investment Advisor Program (Winnipeg)
🏢 TD
📍 Winnipeg