Developing Investment Advisor (winnipeg)

TD Bank

Winnipeg, Manitoba, Canada
$50,000 - $100,000 cad; commission based earnings;...
Client relationship management
Investment strategy development
Sales strategy implementation
Participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net-worth clients

Job Summary

  • Participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net-worth clients.
  • The program includes enhanced coaching and training and offers in-branch training on systems, product and service orientation, strategic business development, and dedicated practice management support to help you develop and grow your practice.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development being defining features of the colleague experience.

Matching Summary

Participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net-worth clients.

Salary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Investment strategy development
  • Sales strategy implementation
  • Prospecting and business development
  • Wealth management planning

Nice-to-have

  • Entrepreneurial mindset
  • Thought leadership in finance
  • Holistic financial planning
  • Collaborative OneTD approach

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter