Launch your career as an Investment Advisor with TD Wealth in Québec, Quebec. This program offers specialized training to develop your skills in wealth management and client relationships.
TD Wealth is seeking candidates for its Developing Investment Advisor Program, designed to equip you with financial and interpersonal expertise. As a trainee, you'll learn to build a client base of high-net-worth clients and develop strategic investment plans tailored to their needs.
Key Responsibilities:
• Build a client base of high-net-worth clients and families
• Develop comprehensive wealth management and investment strategies
• Recommend portfolio construction, monitoring, and rebalancing
• Actively prospect and market to grow client base
• Implement sales strategies for customer acquisition and retention
Requirements:
• Undergraduate degree in finance, business, or related field
• 3+ years of client-facing sales experience
• Registered Representative with CIRO<...