Take the next step in your career as a Developing Investment Advisor with TD Wealth in Vancouver. Engage with high-net-worth clients and provide specialized investment planning and management.Your main responsibilities will include developing wealth management strategies and fostering long-term client relationships. You will be armed with the latest trends to make informed recommendations for portfolio management and risk assessment.Key Responsibilities: • Cultivate and maintain a high-net-worth client base • Develop personalized investment strategies for clients • Advise on portfolio construction and monitoring processes • Develop a business plan for market penetration and client acquisition • Collaborate for comprehensive wealth advice across partnershipsRequirements: • Bachelor’s degree in finance, economics, or related areas • Registered Representative licensure with CIRO • 3+ years in a relationship-driven sales role • Deep understanding of investments and markets • Acquire Life Insurance License (LLQP) within 6 monthsBring your financial expertise and personalized client service to TD Wealth in Vancouver. #J-18808-Ljbffr
Wealth Management Advisor At Td Wealth
TD
vancouver, vancouver
Published 18 days ago
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