This role offers a specialized program to build comprehensive knowledge in technical, financial, and interpersonal areas for serving high-net-worth clients
Job Summary
This role offers a specialized program to build comprehensive knowledge in technical, financial, and interpersonal areas for serving high-net-worth clients.
The position involves developing wealth management strategies, making portfolio recommendations, and actively prospecting to grow a client base.
TD provides enhanced coaching, training on systems and products, and dedicated practice management support to accelerate career growth.
Matching Summary
This role offers a specialized program to build comprehensive knowledge in technical, financial, and interpersonal areas for serving high-net-worth clients.
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 clients
Prospecting and business development strategies
Portfolio construction and security selection
Compliance with regulatory requirements
Nice-to-have
Entrepreneurial mindset and passion for investments
Thought leadership in market trends
Deep knowledge of investment landscape
Excellent interpersonal communication skills
Key Requirements
Undergraduate degree in finance, business, or economics
Currently licensed as Registered Representative with CIRO
3+ years of client-facing sales or relationship experience
Life Insurance License (LLQP) must be obtained within 6 months