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.
Developing Investment Advisor Windsor employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
