This role is part of a specialized program designed to accelerate the path to building a successful client portfolio serving high-net-worth clients
Job Summary
This role is part of a specialized program designed to accelerate the path to building a successful client portfolio serving high-net-worth clients.
The position involves developing comprehensive wealth management strategies and making recommendations on portfolio construction, monitoring, and rebalancing.
TD offers enhanced coaching, training, and dedicated practice management support to help colleagues develop their skills and grow their business.
Matching Summary
This role is part of a specialized program designed to accelerate the path to building a successful client portfolio serving high-net-worth clients.
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 to acquire customers
Portfolio construction and security selection
Nice-to-have
Entrepreneurial mindset and business growth passion
Deep knowledge of investment landscape trends
Thought leadership in financial markets
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
Obtain Life Insurance License (LLQP) within 6 months of hire