Td Wealth Investment Advisor Training Quebec City (Canada)

Td Wealth Investment Advisor Training Quebec City (Canada)

12 Sep
|
The Toronto-Dominion Bank (Canada)
|
Canada

12 Sep

The Toronto-Dominion Bank (Canada)

Canada

Pursue an engaging career in wealth management as a Developing Investment Advisor with TD Wealth in Québec, Quebec. This role emphasizes building client relationships and crafting investment strategies.TD Wealth is committed to training candidates through its Developing Investment Advisor Program, where you'll gain critical knowledge in portfolio management and client engagement. You will learn to develop business plans that enhance your market presence while maintaining ethical standards.Key Responsibilities:
Develop relationships with high-net-worth clients and business owners
Design customized investment strategies that meet client goals
Recommend portfolio management techniques and strategies
Engage in business development through effective marketing
Establish alliances with TD Partners for holistic wealth adviceRequirements:
Degree in finance, economics, or a related discipline
At least 3 years in client-facing roles, preferably in finance
CIRO Registered Representative status required
CFP, CIM, or CFA designations valued
Life Insurance License (LLQP) to be obtained within 6 monthsJoin the TD Wealth team to gain valuable insights and expertise in wealth management today.#J-18808-Ljbffr

📌 Td Wealth Investment Advisor Training Quebec City (Canada)
🏢 The Toronto-Dominion Bank (Canada)
📍 Canada

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