Developing Investment Advisor - Downtown Toronto
TD Bank Group(1 month ago)
About this role
A Developing Investment Advisor in TD Wealth’s Private Wealth Management participates in a structured development program to build technical, financial, and interpersonal expertise. The role focuses on serving high-net-worth and ultra-high-net-worth clients while growing a personal client portfolio through prospecting and strategic business development. Participants receive in-branch training, coaching, and practice management support to accelerate their career in investment advisory.
Required Skills
- Prospecting
- Client Management
- Wealth Management
- Portfolio Management
- Sales Strategy
- Business Development
- Communication
- Compliance
- Financial Analysis
- Interpersonal Skills
Qualifications
- Undergraduate Degree (Finance/Business/Economics)
- Registered Representative (CIRO)
- CFP
- CIM
- CFA
- Life Insurance License (LLQP) - obtain within 6 months
About TD Bank Group
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