Developing Investment Advisor (winnipeg)

TD Bank

Winnipeg, Canada
$50,000 - $100,000 cad; commission based earnings;...
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Client relationship management
Investment strategy development
Business development and prospecting
** TD Bank is seeking a Developing Investment Advisor for their Winnipeg location, focusing on building and managing relationships with high-net-worth clients. The role emphasizes entrepreneurial spirit and offers extensive training and development within TD Wealth's Private Wealth Management division. **

Job Summary

  • This program offers enhanced coaching and training to accelerate your path to building a successful client portfolio serving high-net-worth clients.
  • Accountabilities include building a client base of HNW & UHNW clients, developing wealth management strategies, and implementing sales strategies.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development for all colleagues.

Matching Summary

Match Score: 75

** TD Bank is seeking a Developing Investment Advisor for their Winnipeg location, focusing on building and managing relationships with high-net-worth clients. The role emphasizes entrepreneurial spirit and offers extensive training and development within TD Wealth's Private Wealth Management division. **

Salary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Investment strategy development
  • Business development and prospecting
  • Wealth management solutions
  • Market and investment landscape knowledge

Nice-to-have

  • Entrepreneurial mindset
  • Thought leadership in finance
  • Holistic client discovery
  • OneTD approach with clients

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