16 Oct
|
The Toronto-Dominion Bank (Canada)
|
Victoria
16 Oct
The Toronto-Dominion Bank (Canada)
Victoria
Launch your finance career as a Developing Investment Advisor at TD Wealth in Victoria, British Columbia. This role emphasizes building relationships and crafting individualized investment plans for clients.TD Wealth is looking to fill the Developing Investment Advisor position as part of its training program. Ideal candidates should possess at least three years of experience in client-oriented sales.
You will work to create wealth management solutions tailored to the unique needs of high-net-worth clientele while growing your advisory skills.Key Responsibilities:Establish and maintain a client base of high-net-worth individualsDevise customized wealth management and investment strategiesConduct portfolio monitoring and rebalancing activitiesImplement strategies for marketing and client acquisitionCollaborate with TD Partners to enhance client experienceRequirements:Bachelor's degree in a relevant field like finance or businessCIRO Registered Representative license is mandatoryMinimum of 3 years in relationship-focused sales rolesIn-depth knowledge of investment strategiesAbility to manage compliance requirements and ethical standardsGrow your investment advisory skills with TD Wealth while focusing on client relationship development and investment management.
📌 Td Wealth Developing Investment Advisor Role (Victoria)
🏢 The Toronto-Dominion Bank (Canada)
📍 Victoria