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The Toronto-Dominion Bank (Canada)
Financial Advisor Role at TD Wealth CanadaThe Toronto-Dominion Bank (Canada) • Winnipeg, MB, Canada
Financial Advisor Role at TD Wealth Canada

Financial Advisor Role at TD Wealth Canada

The Toronto-Dominion Bank (Canada) • Winnipeg, MB, Canada
30+ days ago
Job type
  • Full-time
Job description
Launch your journey with TD Wealth as a Developing Investment Advisor in Winnipeg, focusing on delivering comprehensive wealth management. Build strong relationships and manage investment strategies for discerning clients. TD Wealth seeks driven individuals for its Developing Investment Advisor Program, designed to equip candidates with essential technical and interpersonal skills. As you foster relationships with HNW and UHNW clients, you will develop customized strategies that address their financial goals and portfolio needs. Your ability to build a thriving client base will be crucial in achieving mutual growth. Key Responsibilities: • Establish a substantial client base among high-net-worth individuals • Create wealth management strategies tailored to client needs • Advise on portfolio construction, monitoring, and rebalancing • Execute business initiatives targeting client opportunities • Collaborate with TD Partners for holistic client solutions Requirements: • Undergraduate degree in finance, business, or economics • CIRO Registered Representative License is mandatory • At least 3 years in a client-facing sales role • In-depth knowledge of investment landscapes • Life Insurance License (LLQP) must be obtained within 6 months Drive meaningful wealth management solutions and become an instrumental part of TD Wealth's success as a trusted advisor. #J-18808-Ljbffr
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Financial Advisor Role at TD Wealth Canada • Winnipeg, MB, Canada

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