Build investment expertise in Windsor as a Developing Investment Advisor with TD Wealth, serving high-net-worth clients through portfolio advice.
TD Wealth Private Investment Advice offers a specialized program for developing advisors. You will build comprehensive technical, financial, and interpersonal knowledge while developing a client portfolio. Enhanced coaching, in-branch training, practice management support, and strategic business development training support your development.
Key Responsibilities: Build a client base of high-net-worth families and business owners
Develop wealth management and investment strategies based on client needs
Recommend portfolio construction, security selection, monitoring, and rebalancing
Prospect, market, and cultivate client and referral relationships
Connect clients with TD Partners for goal-based wealth advice
Requirements: Undergraduate degree in finance, business, economics, or related discipline
Current Registered Representative license with CIRO
Three-plus years in client-facing, sales, or relationship-focused work
Deep knowledge of investments, markets, and portfolio management
Obtain Life Insurance License within six months of hire
Develop your investment advisory practice with TD Wealth through client relationships, portfolio strategy, prospecting, and ethical service.