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 ownersDevelop wealth management and investment strategies based on client needsRecommend portfolio construction, security selection, monitoring, and rebalancingProspect, market,



and cultivate client and referral relationshipsConnect clients with TD Partners for goal-based wealth adviceRequirements:Undergraduate degree in finance, business, economics, or related disciplineCurrent Registered Representative license with CIROThree-plus years in client-facing, sales, or relationship-focused workDeep knowledge of investments, markets, and portfolio managementObtain Life Insurance License within six months of hireDevelop your investment advisory practice with TD Wealth through client relationships, portfolio strategy, prospecting, and ethical service.

📌 Developing Investment Advisor Windsor
🏢 TD
📍 Windsor