Position Details
Elevate your career with TD Wealth as a Developing Investment Advisor in Saskatoon or Regina. Leverage your passion for finance and investments while impacting high-net-worth clients directly.
In this dynamic role, you'll participate in TD Wealth's Developing Investment Advisor Program, focused on enhancing your skills in investment strategies and business development. You will learn to build a client base, create tailored wealth management plans, and recommend strategic portfolio adjustments. By fostering relationships with clients and referral sources, you will drive your success and that of your clients.
Key Responsibilities: • Build and manage a portfolio of HNW and UHNW clients • Develop customized investment strategies based on client needs • Conduct security selection and portfolio rebalancing • Execute prospecting and marketing initiatives to acquire clients • Collaborate with TD Partners for comprehensive wealth solutions
Requirements: • Undergraduat...