Developing Investment Advisor - Durham Region
Job Description & How to Apply Below
Description Du Poste
TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.
Lieu De Travail
Whitby, Ontario, Canada
Horaire
37.5
Secteur D’activité
Gestion de patrimoine TD
Détails De La Rémunération
$50,000 - $100,000 CAD
Ce poste est admissible à des revenus de commission.
La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions.
Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise.
En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.
Description Du Poste
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) est l’une des principales entreprises de courtage à service complet pour les clients qui souhaitent rester impliqués dans les décisions relatives à leurs portefeuilles. TDW PIA offre aux clients à haute valeur nette l’opportunité d’établir une relation individuelle avec un conseiller en investissement dédié et professionnel, tout en conservant une participation active dans les décisions concernant leurs affaires financières.
Are you entrepreneurial, passionate about investments, growing your business, and empowering clients to thrive? This could be your next big move! We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This is a highly specialized program where participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net-worth clients.
The program includes enhanced coaching and training and offers in-branch training on systems, product and service orientation, strategic business development, and dedicated practice management support to help you develop and grow your practice.
Please Note:
We are also hiring in other locations in Toronto and the GTA
Accountabilities
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 their portfolio's 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 – identify and manage risks effectively
What Your Profile Looks Like
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 working directly in a client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environment
Deep knowledge of the investment landscape, markets,…
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