Client base building for high-net-worth individuals
Prospecting and business development strategies
Portfolio construction and rebalancing recommendations
TD Ameritrade is seeking a Developing Investment Advisor in Quebec, Canada, to provide customized wealth management solutions to high-net-worth clients. The role emphasizes building client relationships, developing investment strategies, and requires a background in finance or business along with relevant licenses
Job Summary
This role offers a specialized program to build comprehensive knowledge in technical, financial, and interpersonal areas to serve high-net-worth clients.
The position involves developing wealth management strategies, prospecting for new clients, and maintaining active participation in client portfolio decisions.
TD provides enhanced coaching, training on systems and products, and dedicated practice management support to help advisors grow their business.
Matching Summary
Match Score: 85
TD Ameritrade is seeking a Developing Investment Advisor in Quebec, Canada, to provide customized wealth management solutions to high-net-worth clients. The role emphasizes building client relationships, developing investment strategies, and requires a background in finance or business along with relevant licenses.
Salary
Base: $50,000 - $100,000 CAD; Variable: Commission based earnings; Benefits: Health, retirement, paid time off, banking benefits
Skills & Requirements
Must-have
Client base building for high-net-worth individuals
Prospecting and business development strategies
Portfolio construction and rebalancing recommendations
Nice-to-have
Entrepreneurial mindset with passion for investments
Thought leadership in market trends
Deep knowledge of investment landscape
Key Requirements
Undergraduate degree in finance, business, or economics
Current CIRO Registered Representative license
3+ years of client-facing sales experience
Obtain Life Insurance License (LLQP) within 6 months