Financial Advisor
3 days ago
We are seeking a highly skilled and experienced Financial Advisor to join our TD Wealth team. As a Financial Advisor, you will be responsible for providing exceptional client service and developing relationships with high net worth individuals and families. You will work closely with clients to understand their financial goals and develop tailored investment strategies to help them achieve their objectives.
Key Responsibilities- Provide exceptional client service and develop relationships with high net worth individuals and families
- Work closely with clients to understand their financial goals and develop tailored investment strategies
- Develop and implement comprehensive financial plans that meet clients' needs and objectives
- Stay up-to-date with market trends and regulatory changes to provide expert advice to clients
- Collaborate with other TD Wealth professionals to provide a seamless client experience
- 4-year degree or equivalent work experience
- 2+ years of experience in financial services, with a focus on wealth management
- Series 65 license and life and health insurance licenses required
- Advanced understanding of wealth management business development techniques, products, and services
- Proven ability to achieve sales goals and establish relationships with clients and colleagues
As a Financial Advisor with TD Wealth, you will have the opportunity to work with a talented team of professionals who are dedicated to providing exceptional client service. You will also have access to a comprehensive training program and ongoing support to help you succeed in your role.
How to ApplyIf you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application, including your resume and a cover letter, to our online portal. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
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