Developing Investment Advisor - Toronto

TD Bank

Toronto, Ontario, Canada
Base: $50,000 - $100,000 cad; bonus/equity: eligib...
On-site
Client base of hnw & uhnw clients
Comprehensive wealth management strategies
Investment strategies for clients
This role is part of a specialized program designed to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio

Job Summary

  • This role is part of a specialized program designed to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio.
  • The program includes enhanced coaching and training, offering in-branch training on systems, product and service orientation, strategic business development, and dedicated practice management support.
  • TD Wealth Private Investment Advice offers high-net-worth clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor.

Matching Summary

This role is part of a specialized program designed to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio.

Salary

Base: $50,000 - $100,000 CAD; Bonus/Equity: eligible for commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • client base of HNW & UHNW clients
  • comprehensive wealth management strategies
  • investment strategies for clients
  • business plan for client acquisition
  • sales strategies for customer acquisition
  • OneTD approach with clients
  • manage risks effectively

Nice-to-have

  • entrepreneurial spirit
  • passion for investments
  • stay on top of trends
  • thought leader in field
  • ethical client service

Key Requirements

  • Undergraduate Degree in finance, business, economics or related discipline preferred
  • Currently licensed as a Registered Representative with CIRO
  • 3+ years of client-facing, sales or relationship-focused role
  • Life Insurance License (LLQP) must be obtained within 6 months of hire

Work Rights

Not specified

Tailored Resume

Cover Letter