Developing Investment Advisor - Oakville, Burlington & Hamilton

TD Bank

Oakville, Ontario, Canada
$50,000 - $100,000 cad; commission based earnings;...
Client relationship management
Investment strategy development
Portfolio construction
TD Wealth Private Investment Advice offers high-net-worth clients dedicated Investment Advisors while maintaining active client participation in financial decisions

Job Summary

  • TD Wealth Private Investment Advice offers high-net-worth clients dedicated Investment Advisors while maintaining active client participation in financial decisions.
  • The Developing Investment Advisor Program provides enhanced coaching, training, and practice management support to accelerate career growth.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and a comprehensive Total Rewards package for colleague well-being.

Matching Summary

TD Wealth Private Investment Advice offers high-net-worth clients dedicated Investment Advisors while maintaining active client participation in financial decisions.

Salary

$50,000 - $100,000 CAD; commission based earnings; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment strategy development
  • Portfolio construction
  • Business development
  • Sales strategy implementation

Nice-to-have

  • Entrepreneurial mindset
  • Curiosity and trend awareness
  • Thought leadership
  • Holistic discovery and planning

Key Requirements

  • Undergraduate Degree in finance, business, economics or related
  • Currently licensed as a Registered Representative with CIRO
  • 3+ years client-facing sales/relationship experience
  • Life Insurance License (LLQP) within 6 months

Work Rights

Not specified

Tailored Resume

Cover Letter