Become a Mortgage Specialist with TD and empower high-net-worth clients with tailored investment strategies. This full-time role is your chance to leverage financial expertise in a dynamic setting.
As a specialist, you will build relationships with high-net-worth clients while developing personalized wealth management solutions. You will engage in new business development, enhance client portfolios, and benefit from comprehensive training that sets you up for success. Your entrepreneurial spirit will thrive as you work closely with clients to achieve their financial goals.
Key Responsibilities:
• Build a client base of high-net-worth individuals and families • Develop and implement tailored investment strategies • Make informed recommendations for client portfolio management • Action business plans through marketing and prospecting • Collaborate with TD partners for comprehensive wealth advice
Requirements: • Undergraduate degree in finance, business, or economics • Licensed Registered Representative with CIRO • 3+ years in client-facing sales or financial roles • Deep knowledge of investment markets and portfolio management • Life Insurance License (LLQP) to be obtained within 6 months
Drive financial growth and client satisfaction as a Mortgage Specialist at TD. #J-18808-Ljbffr
📌 Experienced Mortgage Specialist at TD (Winnipeg)
🏢 Royal Bank of Canada
📍 Winnipeg
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