30 Oct
|
TD Bank Group
|
Quebec City
30 Oct
TD Bank Group
Quebec City
Pursue an engaging career in wealth management as a Developing Investment Advisor with TD Wealth in Québec, Quebec. This role emphasizes building client relationships and crafting investment strategies.TD Wealth is committed to training candidates through its Developing Investment Advisor Program, where you'll gain critical knowledge in portfolio management and client engagement. You will learn to develop business plans that enhance your market presence while maintaining ethical standards.Key Responsibilities:Develop relationships with high-net-worth clients and business ownersDesign customized investment strategies that meet client goalsRecommend portfolio management techniques and strategiesEngage in business development through effective marketingEstablish alliances with TD Partners for holistic wealth adviceRequirements:Degree in finance, economics, or a related disciplineAt least 3 years in client-facing roles, preferably in financeCIRO Registered Representative status requiredCFP, CIM, or CFA designations valuedLife Insurance License (LLQP) to be obtained within 6 monthsJoin the TD Wealth team to gain valuable insights and expertise in wealth management today.
📌 Td Wealth Investment Advisor Training (Quebec City)
🏢 TD Bank Group
📍 Quebec City