17 Oct
|
TD
|
Quebec City
Shape financial futures as a Client-Focused Investment Advisor. Specialize in creating personalized investment strategies for high-net-worth clients while expanding your client base through entrepreneurial initiatives. You will develop a robust strategy for client acquisition, engaging with families, business owners, and other referral sources to increase your market footprint.
Design tailored investment solutions for clients Provide ongoing monitoring and rebalancing of portfolios Partner with TD resources to enhance client service Bachelor's Degree in finance, business, or related fields Comprehensive knowledge of investment and risk management Obtain Life Insurance License (LLQP) within 6 months Capitalize on your expertise to deliver exceptional wealth management services and drive client success.
📌 Client-Focused Investment Advisor (Quebec City)
🏢 TD
📍 Quebec City