Developing Investment Advisor - Markham

TD Bank

Markham, Ontario, Canada
Base: $50,000 - $100,000 cad; bonus/equity: commis...
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Client-facing sales experience
Investment landscape knowledge
Business development strategies
** TD Bank is seeking a Developing Investment Advisor for its Markham location, focusing on building and managing relationships with high-net-worth clients. The role emphasizes entrepreneurial spirit and requires candidates to have relevant financial knowledge and client-facing experience. **

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 serving high-net-worth clients.
  • 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 is committed to providing fair and equitable compensation opportunities, with growth opportunities and skill development being defining features of the colleague experience.

Matching Summary

Match Score: 75

** TD Bank is seeking a Developing Investment Advisor for its Markham location, focusing on building and managing relationships with high-net-worth clients. The role emphasizes entrepreneurial spirit and requires candidates to have relevant financial knowledge and client-facing experience. **

Salary

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

Skills & Requirements

Must-have

  • client-facing sales experience
  • investment landscape knowledge
  • business development strategies
  • holistic discovery and planning

Nice-to-have

  • entrepreneurial spirit
  • stay on top of trends
  • thought leader in your field
  • 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 or relationship-focused role experience
  • Life Insurance License (LLQP) must be obtained within 6 months of hire

Work Rights

Not specified

Tailored Resume

Cover Letter