Launch your investment career with TD Wealth in Windsor, Ontario as a Developing Investment Advisor. Earning potential reaches $100,000 CAD with commission incentives for leveraging your expertise with high-net-worth clients.
This position focuses on training and developing your skills to create customized wealth management and investment strategies for affluent clients. The role emphasizes building valuable client relationships and requires implementing strategic business plans to maximize client satisfaction and business growth. You will collaborate with TD Partners to offer comprehensive wealth solutions.
Key Responsibilities:
• Grow a portfolio targeting HNW & UHNW clients
• Design and implement wealth management strategies
• Monitor and adjust portfolios as necessary
• Prospect for new clients and create referral networks
• Provide holistic goal-based wealth advice
Requirements:
• Degree in finance, business, or economics
• Registered Representative l...