TD Wealth Investment Advisor Role (Edmonton)
TD Wealth Investment Advisor Role (Edmonton)
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Edmonton, Canada -
Posted: less than a week ago
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Description
Transform your career as a Developing Investment Advisor with TD Wealth, focusing on high-net-worth clients in Calgary and Edmonton. Receive in-depth training and build lasting client connections.
TD Wealth seeks determined professionals for its Developing Investment Advisor Program in Calgary and Edmonton markets. This role offers a unique chance to craft comprehensive investment strategies tailored to clients’ needs. Youll develop a robust client base through targeted marketing and collaborate with TD Partners for holistic wealth advice.
Key Responsibilities: • Cultivate relationships with HNW clients and business owners • Create investment strategies based on unique client goals • Recommend optimal portfolio construction and adjustments • Execute business plans to grow client referrals • Align with TD Partners to provide comprehensive advice
Requirements: • Undergraduate degree in finance, economics, or similar • 3+ years in a client-facing or sales position • Deep investment knowledge and portfolio expertise • Robust communication and relationship management skills • Obtain Life Insurance License (LLQP) within 6 months
Elevate your advisory career by enrolling in TD Wealth’s development program. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pqspw
TD Wealth seeks determined professionals for its Developing Investment Advisor Program in Calgary and Edmonton markets. This role offers a unique chance to craft comprehensive investment strategies tailored to clients’ needs. Youll develop a robust client base through targeted marketing and collaborate with TD Partners for holistic wealth advice.
Key Responsibilities: • Cultivate relationships with HNW clients and business owners • Create investment strategies based on unique client goals • Recommend optimal portfolio construction and adjustments • Execute business plans to grow client referrals • Align with TD Partners to provide comprehensive advice
Requirements: • Undergraduate degree in finance, economics, or similar • 3+ years in a client-facing or sales position • Deep investment knowledge and portfolio expertise • Robust communication and relationship management skills • Obtain Life Insurance License (LLQP) within 6 months
Elevate your advisory career by enrolling in TD Wealth’s development program. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pqspw
Highlights
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Company nameThe Toronto-Dominion Bank (Canada) -
Job positionTD Wealth Investment Advisor Role (Edmonton)
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