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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.
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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
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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.
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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