Elevate your career as a Developing Investment Advisor with TD Wealth in Ottawa. This full-time role focuses on building relationships with high-net-worth clients while delivering tailored investment strategies.
As a participant in the Developing Investment Advisor Program, you'll gain essential knowledge in finance and client management. You'll create wealth management strategies while developing strong connections with clients and referral sources. The program offers hands-on training and dedicated support to help you grow your investment practice effectively.
Key Responsibilities:
• Build a client base of high-net-worth clients
• Develop tailored wealth management strategies
• Make portfolio recommendations and monitor performance
• Action business plans for market growth
• Collaborate with TD Partners for comprehensive advice
Requirements:
• Undergraduate degree in finance or related field
• 3+ years in client-facing sales roles
• Licensed Registere...