Developing Investment Advisor - Metro West

Work Location:

Hamilton, Ontario, Canada.

Hours:

37.5. Line of Business: TD Wealth. Pay Details: $50,000 - $100,000 CAD. This role is eligible for commission‑based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues.

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 (TDWPIA) is one of Canada’s premier full‑service brokerage firms for clients who want to stay involved in decisions about their portfolios. As a Developing Investment Advisor you will build a client base of HNW & UHNW clients, families, and business owners and develop comprehensive wealth‑management and investment strategies for them.

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop comprehensive wealth‑management and investment strategies based on client needs.
• Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing.
• Action a business plan focused on building 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 and sales opportunities, and referrals, to increase profitability and enable business growth.
• Take a OneTD approach by establishing beneficial relationships between 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 – identify and manage risks effectively.

• Undergraduate Degree in finance, business, economics, or related discipline.
• Current licensed as a Registered Representative with CIRO.
• Professional designations such as CFP, CIM, and/or CFA 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 trends and be a thought leader.
• 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 6 months of hire.

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

Our 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.