Developing Investment Advisor - Oakville, Burlington & Hamilton

TD

Oakville, Ontario, Canada
Base: $50,000 - $100,000 cad; bonus/equity: commis...
Client relationship management
Investment portfolio construction
Prospecting and business development
TD Wealth Private Investment Advice offers high-net-worth clients personalized investment advisory services with active client participation

Job Summary

  • TD Wealth Private Investment Advice offers high-net-worth clients personalized investment advisory services with active client participation.
  • The Developing Investment Advisor Program provides enhanced coaching, training, and practice management support to accelerate career growth.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, benefits, and career development opportunities.

Matching Summary

TD Wealth Private Investment Advice offers high-net-worth clients personalized investment advisory services with active client participation.

Salary

Base: $50,000 - $100,000 CAD; Bonus/Equity: Commission based earnings; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Client relationship management
  • Investment portfolio construction
  • Prospecting and business development
  • Compliance and risk management
  • Wealth management strategies

Nice-to-have

  • Entrepreneurial mindset
  • Strong communication skills
  • Continuous learning and thought leadership
  • Collaborative OneTD approach

Key Requirements

  • Undergraduate degree in finance or related field
  • Registered Representative with CIRO
  • 3+ years client-facing or sales experience
  • Life Insurance License (LLQP) within 6 months
  • Professional designations like CFP, CIM, CFA considered assets

Work Rights

Not specified

Tailored Resume

Cover Letter