Found Description
Embark on a rewarding career as an Investment Advisor with TD Wealth in Saskatoon, Saskatchewan. This role focuses on building a client base while developing tailored wealth management strategies.
TD Wealth is seeking a dedicated professional to engage with high net worth and ultra-high net worth clients. Your responsibilities will encompass portfolio construction, investment recommendations, and the execution of strategic business plans. You'll also foster relationships with potential clients and referral sources to enhance market share and profitability.
Key Responsibilities:
• Build and maintain a diverse client base
• Develop customized wealth management strategies
• Construct and monitor investment portfolios
• Implement proactive sales strategies for client retention
• Foster collaboration with TD Partners for comprehensive advice
Requirements:
• Undergraduate degree in finance or related field
• CIRO Registered Representative license required
• 3...
TD Wealth is seeking a dedicated professional to engage with high net worth and ultra-high net worth clients. Your responsibilities will encompass portfolio construction, investment recommendations, and the execution of strategic business plans. You'll also foster relationships with potential clients and referral sources to enhance market share and profitability.
Key Responsibilities:
• Build and maintain a diverse client base
• Develop customized wealth management strategies
• Construct and monitor investment portfolios
• Implement proactive sales strategies for client retention
• Foster collaboration with TD Partners for comprehensive advice
Requirements:
• Undergraduate degree in finance or related field
• CIRO Registered Representative license required
• 3...