Drive financial success for clients as a Client-Focused Investment Advisor. Leverage your insights into the investment landscape to create personalized wealth strategies in a full time setting.In this role, you will be instrumental in building a diverse client base of high-net-worth individuals. Engage directly with clients to analyze their needs and formulate investment strategies that enhance their financial outcomes. Your proactive approach will be essential in expanding and maintaining these relationships.Key Responsibilities:Establish and grow relationships with high-net-worth clientsDevelop comprehensive wealth and investment strategiesAdvise clients on portfolio monitoring and selectionProactively identify and cultivate new client opportunitiesCollaborate with TD Partners for holistic adviceRequirements:Undergraduate degree in finance or economicsMinimum 3 years in a client-facing roleCIRO Registered Representative license requiredUnderstanding of investment management and portfolio dynamicsExcellent communication skills and curiosity for trendsBring your investment expertise and commitment to client service to help drive successful financial futures.

📌 Client-Focused Investment Advisor (Quebec City)
🏢 TD Bank
📍 Quebec City