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Developing Investment Advisor at TD Bank - ApplyBlast

Developing Investment Advisor

TD Bank

3 months ago

Winnipeg, Manitoba, Canada

Onsite

Full Time

Senior

0 applicants

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About this role

TD Wealth is hiring Developing Investment Advisors to build a client base of high-net-worth individuals and families through a specialized training program. The role involves developing comprehensive wealth management strategies, executing sales plans to acquire new business, and providing personalized investment advice. Participants receive enhanced coaching, in-branch training on systems and products, and dedicated practice management support to accelerate their career growth.

Responsibilities

Build a client base of high-net-worth individuals and business owners
Develop comprehensive wealth management and investment strategies
Execute sales strategies to attract and retain customers
Recommend portfolio construction, security selection, and rebalancing
Manage risks and protect organizational interests

Skills

Qualifications

Undergraduate Degree in Finance, Business, EconomicsCIRO Registered Representative LicenseCFP, CIM, or CFA Designation (Asset)Life Insurance License (LLQP) within 6 months

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).