Developing Investment Advisor

TD Bank

Québec City, Canada
Base: 50,000 - 100,000 cad; bonus/equity: commissi...
On-site
Client-facing sales experience
Investment landscape knowledge
Business development skills
TD Bank is seeking Developing Investment Advisors for their Private Wealth Management division in Québec City. This role involves building client relationships with high-net-worth individuals while undergoing specialized training and support aimed at developing a successful investment advisory practice

Job Summary

  • This role is part of a specialized program offering enhanced coaching and training to accelerate your path to building a successful client portfolio.
  • You will build a client base of HNW & UHNW clients, families, and business owners, developing comprehensive wealth management and investment strategies.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development for all colleagues.

Matching Summary

Match Score: 85

TD Bank is seeking Developing Investment Advisors for their Private Wealth Management division in Québec City. This role involves building client relationships with high-net-worth individuals while undergoing specialized training and support aimed at developing a successful investment advisory practice.

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 skills
  • Prospecting and relationship management

Nice-to-have

  • Entrepreneurial spirit
  • Thought leadership
  • Holistic discovery and planning

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