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The Toronto-Dominion Bank (Canada)
TD Wealth Client-Focused Investment AdvisorThe Toronto-Dominion Bank (Canada) • Vancouver, Metro Vancouver Regional District, Canada
TD Wealth Client-Focused Investment Advisor

TD Wealth Client-Focused Investment Advisor

The Toronto-Dominion Bank (Canada) • Vancouver, Metro Vancouver Regional District, Canada
30+ days ago
Job type
  • Full-time
Job description
Become an integral part of TD Wealth as a Client-Focused Investment Advisor in Vancouver. Engage with high-net-worth clients and provide personalized wealth management solutions. In this role, you will be responsible for building a strong financial advisory practice by developing client relationships and deploying effective wealth strategies. You will leverage your experience to construct investment portfolios while ensuring compliance with regulatory standards. Key Responsibilities: • Develop a robust portfolio of HNW clients and business owners • Craft bespoke investment management and wealth strategies • Provide portfolio recommendations and performance monitoring • Execute proactive client acquisition strategies • Foster interdepartmental partnerships to enhance service delivery Requirements: • Bachelor's degree in finance, economics, or business • Registered Representative licensing through CIRO required • 3+ years in a relationship-driven sales role • In-depth knowledge of investment and portfolio management • Demonstrated entrepreneurial skills in client engagement Utilize your investment expertise to deliver exceptional financial solutions at TD Wealth. #J-18808-Ljbffr
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TD Wealth Client-Focused Investment Advisor • Vancouver, Metro Vancouver Regional District, Canada

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