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.

In this agile role, you will leverage your knowledge of market trends to provide comprehensive wealth management guidance. You will develop a robust strategy for client acquisition, engaging with families, business owners, and other referral sources to increase your market footprint. Proven communication and interpersonal skills will be key to your success.

Key Responsibilities
Construct and develop a diverse client base
Design tailored investment solutions for clients
Provide ongoing monitoring and rebalancing of portfolios




Implement strategies to attract recent clients and referrals
Partner with TD resources to enhance client service

Requirements:
Bachelor's Degree in finance, business, or related fields
CIRO Registration as a Representative
Minimum of 3 years in client-facing sales roles
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