Developing Investment Advisor - Metro West

About the Role

TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning, resulting in customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada’s premier full‑service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA offers high‑net‑worth clients the opportunity to establish a one‑on‑one relationship with a dedicated professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs.

You will join the Developing Investment Advisor Program, which offers enhanced coaching and training and in‑branch instruction on systems, product and service orientation, strategic business development, and dedicated practice management support.

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop comprehensive wealth management and investment strategies for your clients based on their needs.
• Make recommendations to the client regarding portfolio construction, security selection, monitoring, and rebalancing.
• Action a business plan focused on building your client base and market share through prospecting, marketing, and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources.
• Develop and implement sales strategies to proactively attract, acquire, and retain customers/sales opportunities and referrals, to increase profitability and enable business growth.
• Take a OneTD approach with your clients by establishing beneficial relationships between your clients and TD Partners to provide goal‑based wealth advice across a full range of product and service solutions.
• Protect the interests of the organization and identify and manage risks effectively.

• Undergraduate degree in finance, business, economics, or related discipline.
• Currently licensed as a Registered Representative with CIRO.
• Professional designations such as CFP, CIM, and/or CFA are considered assets.
• 3+ years of experience in a client‑facing, sales or relationship‑focused role, ideally in a mutual fund or brokerage environment.
• Deep knowledge of the investment landscape, markets, and portfolio management.
• Curiosity and desire to stay on top of the latest trends and be a thought leader in your field.
• Excellent communication and interpersonal skills.
• Proven entrepreneurial experience and ability to prospect and manage client relationships.
• Comfort with compliance requirements and commitment to ethical client service.
• Life Insurance License (LLQP) must be obtained within six months of hire.

We are open to candidates in the Oakville, Burlington, and Hamilton markets.

Total Rewards package includes a base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Language requirement (Quebec only):
Sans Objet.