11 Sep
|
The Toronto-Dominion Bank (Canada)
|
Winnipeg
11 Sep
The Toronto-Dominion Bank (Canada)
Winnipeg
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. #J-18808-Ljbffr
📌 Investment Strategies Advisor at TD Wealth (Winnipeg)
🏢 The Toronto-Dominion Bank (Canada)
📍 Winnipeg