Accelerate your career as an Investment Advisor focused on high-net-worth clients. Develop comprehensive investment strategies that secure and grow client portfolios across various financial products.In this role, you will engage directly with affluent clients to provide tailored advice and proactive management of their investment needs. Your responsibilities will involve cultivating a strong client base through effective sales strategies, relationship building, and compliance adherence. You will also collaborate across teams to ensure clients receive complete financial services.Key Responsibilities: • Cultivate a book of high-net-worth and ultra-high-net-worth clients • Design and recommend personalized investment strategies • Manage portfolio construction and performance monitoring • Implement targeted marketing and sales strategies for growth • Foster relationships with internal partners for holistic service deliveryRequirements: • Bachelor’s degree in finance or related field • 3+ years in client-facing, sales-driven environments • CIRO license as a Registered Representative essential • Knowledge of investment markets and trends required • Life Insurance License (LLQP) to be obtained within 6 monthsUtilize your investment knowledge to build successful strategies for affluent clients, ensuring their financial objectives are met. #J-18808-Ljbffr
High-Net-Worth Client Investment Advisor
TD BANK
surrey, surrey
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