11 Sep
|
The Toronto-Dominion Bank (Canada)
|
Winnipeg
11 Sep
The Toronto-Dominion Bank (Canada)
Winnipeg
Become an integral part of TD Wealth as a Client-Focused Investment Advisor in Vancouver. Engage with high-net-worth clients and provide personalized wealth management solutions.
In this role, you will be responsible for building a robust financial advisory practice by developing client relationships and deploying effective wealth strategies. You will leverage your experience to construct investment portfolios while ensuring compliance with regulatory standards.
Key Responsibilities: • Develop a robust portfolio of HNW clients and business owners • Craft bespoke investment management and wealth strategies • Provide portfolio recommendations and performance monitoring • Execute proactive client acquisition strategies • Foster interdepartmental partnerships to enhance service delivery
Requirements: • Bachelor's degree in finance, economics, or business • Registered Representative licensing through CIRO required • 3+ years in a relationship-driven sales role • In-depth knowledge of investment and portfolio management • Demonstrated entrepreneurial skills in client engagement
Utilize your investment expertise to deliver exceptional financial solutions at TD Wealth. #J-18808-Ljbffr
📌 TD Wealth Client-Focused Investment Advisor (Winnipeg)
🏢 The Toronto-Dominion Bank (Canada)
📍 Winnipeg