Developing Investment Advisor - Oakville, Burlington & Hamilton

TD Bank

Oakville, Ontario, Canada
Base: $50,000 - $100,000 cad; variable: commission...
Not specified
Client base building for high net worth clients
Prospecting and marketing strategies
Portfolio construction and rebalancing
TD Bank is seeking a Developing Investment Advisor for its Wealth Management division, focusing on high-net-worth clients in Oakville, Burlington, and Hamilton. The role emphasizes relationship building and personalized investment strategies, coupled with a specialized training program to enhance the advisor's skills

Job Summary

  • This role offers a specialized program with enhanced coaching and training to build comprehensive knowledge in technical, financial, and interpersonal areas.
  • The position involves developing wealth management strategies for high-net-worth clients while maintaining active participation in their financial decisions.
  • TD provides a competitive total rewards package including base salary, variable compensation, health benefits, and career development opportunities.

Matching Summary

Match Score: 85

TD Bank is seeking a Developing Investment Advisor for its Wealth Management division, focusing on high-net-worth clients in Oakville, Burlington, and Hamilton. The role emphasizes relationship building and personalized investment strategies, coupled with a specialized training program to enhance the advisor's skills.

Salary

Base: $50,000 - $100,000 CAD; Variable: Commission based earnings; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Client base building for high net worth clients
  • Prospecting and marketing strategies
  • Portfolio construction and rebalancing
  • Sales strategy implementation
  • Compliance and risk management

Nice-to-have

  • Entrepreneurial mindset and passion
  • Thought leadership in investment trends
  • Deep knowledge of investment landscape
  • Excellent communication skills
  • Ability to manage client relationships

Key Requirements

  • Undergraduate degree in finance or related discipline
  • Currently licensed as Registered Representative with CIRO
  • 3+ years of client-facing sales experience
  • Obtain Life Insurance License (LLQP) within 6 months
  • CIM, CFP, or CFA designations considered assets

Work Rights

Not specified

Tailored Resume

Cover Letter