Developing Investment Advisor Windsor

Build investment expertise in Windsor as a Developing Investment Advisor with TD Wealth, serving high-net-worth clients through portfolio advice.

TD Wealth Private Investment Advice offers a specialized program for developing advisors. You will build comprehensive technical, financial, and interpersonal knowledge while developing a client portfolio. Enhanced coaching, in-branch training, practice management support, and strategic business development training support your development.

Key Responsibilities:

• Build a client base of high-net-worth families and business owners
• Develop wealth management and investment strategies based on client needs
• Recommend portfolio construction, security selection, monitoring, and rebalancing
• Prospect, market, and cultivate client and referral relationships
• Connect clients with TD Partners for goal-based wealth advice

Requirements:

• Undergraduate degree in finance, business, economics, or related discipline
• Current Registered Representative license with CIRO
• Three-plus years in client-facing, sales, or relationship-focused work
• Deep knowledge of investments, markets, and portfolio management
• Obtain Life Insurance License within six months of hire

Develop your investment advisory practice with TD Wealth through client relationships, portfolio strategy, prospecting, and ethical service.