TD Bank Group

Developing Investment Advisor

TD Bank Group

7 days ago
Surrey, British Columbia
Onsite
Full Time
Junior
0 applicants
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TD Bank Group
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About this role

A Developing Investment Advisor at TD Wealth focuses on building a client base of high-net worth individuals and businesses, developing wealth management strategies, and providing tailored investment advice. The role involves proactive business development, client relationship management, and collaboration with TD Partners to deliver comprehensive financial solutions.

Skills

Qualifications

Undergraduate Degree in finance, business, economics or related disciplineCurrently licensed as a Registered Representative with CIROProfessional designations such as CFP, CIM and/or CFALife Insurance License (LLQP)
TD Bank Group

About TD Bank Group

td.com

Explore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.

About TD Bank Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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