27 Sep
|
TD
|
St. Catharines
Elevate your career as an Investment Advisor with TD Wealth in St. Catharines, Ontario. This program is designed for those with a passion for investments and client relationships.
You will participate in the Developing Investment Advisor Program, gaining invaluable knowledge and hands-on experience. Your role will primarily involve advising high-net-worth clients on investment strategies and building enduring relationships. The program provides comprehensive coaching and training, equipping you to deliver exceptional client service and achieve business growth.
Key Responsibilities:
• Cultivate a client portfolio of high-net-worth clients
• Design and implement investment strategies based on client goals
• Make informed recommendations on portfolio management
• Execute strategies to grow your client base and market share
• Collaborate with TD Partners for wealth management solutions
Requirements:
• Bachelor's degree in finance, business, or economics
• CIRO registration as a Registered Representative
• 3+ years in a sales-focused or client-facing role
• In-depth knowledge of investment strategies and markets
• Obtain Life Insurance License (LLQP) within 6 months
Shape your future in wealth management with TD Wealth, where your skills can make a real difference for clients.
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📌 Investment Advisor Program at TD Wealth (St. Catharines)
🏢 TD
📍 St. Catharines