This role involves building and growing your own client portfolio through proactive business development while delivering holistic financial planning advice
Job Summary
This role involves building and growing your own client portfolio through proactive business development while delivering holistic financial planning advice.
Candidates are expected to leverage various prospecting methods including cold calling, hosting events, and local community engagement to acquire new clients.
TD offers a Total Rewards package including base salary, variable compensation, health benefits, savings programs, and career development opportunities.
Matching Summary
This role involves building and growing your own client portfolio through proactive business development while delivering holistic financial planning advice.
Salary
Base: $60,000 - $70,000 CAD; Variable: Commission based earnings; Benefits: Health, well-being, retirement, paid time off
Skills & Requirements
Must-have
Build and grow client portfolio
Proactive business development
Deliver holistic financial planning advice
Use prospecting methods like cold calling
Analyze data to give smart advice
Nice-to-have
Genuinely care about helping clients
Passion for investments and markets
Entrepreneurial mindset with networking skills
Strong problem-solving abilities
Collaborative team player
Key Requirements
Bachelor's degree preferred
3-5 years banking or financial services experience
Complete Canadian Investment Regulatory Exam (CIRE) prior to start
Commitment to earn CFP designation within three years