Developing Investment Advisor in Ottawa

Shape your career as a Developing Investment Advisor with TD Wealth in Ottawa, Ontario. This role provides an opportunity to build a high-net-worth client base while receiving unmatched training and support.
TD Wealth is hiring for its Developing Investment Advisor Program. This position offers enhanced coaching and training combined with in-branch support on systems, product orientation, business development, and practice management. Here, you'll develop comprehensive wealth management strategies, making critical recommendations tailored to client needs.
Key Responsibilities:
• Build a client base of high-net-worth individuals
• Develop personalized investment strategies for clients
• Make portfolio construction and security recommendations
• Implement a business plan focused on market share growth
• Establish relationships with TD Partners for goal-based advice
Requirements:
• Undergraduate degree in finance or business
• Licensed as a Registered Represe...