Developing Investment Advisor

TD Bank

Windsor, Ontario, Canada
Base: $50,000 - $100,000 cad; bonus/equity: eligib...
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Holistic discovery and planning
Customized wealth advice and solutions
Client-facing sales and relationship focus
** TD Bank is seeking a Developing Investment Advisor in Windsor, Ontario, to join their Private Wealth Management team. The role involves building a client base of high-net-worth clients while providing comprehensive wealth management advice, with a focus on professional development through a specialized training program. **

Job Summary

  • This role is part of a specialized program designed to accelerate your path to building a successful client portfolio serving high-net-worth clients.
  • The program includes enhanced coaching and training, strategic business development, and dedicated practice management support.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development for all colleagues.

Matching Summary

Match Score: 75

** TD Bank is seeking a Developing Investment Advisor in Windsor, Ontario, to join their Private Wealth Management team. The role involves building a client base of high-net-worth clients while providing comprehensive wealth management advice, with a focus on professional development through a specialized training program. **

Salary

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

Skills & Requirements

Must-have

  • Holistic discovery and planning
  • Customized wealth advice and solutions
  • Client-facing sales and relationship focus
  • Investment landscape and market knowledge

Nice-to-have

  • Entrepreneurial spirit and business growth
  • Thought leadership in financial trends
  • OneTD approach for client relationships

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter