Developing Investment Advisor

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $50,000 - $100,000 CAD (eligible for commission based earnings)

TD is committed to fair compensation, opportunities for growth and skill development. Base pay may vary based on skills, experience and location.

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) offers high-net-worth clients the opportunity to establish a one-on-one relationship with a dedicated Investment Advisor, while maintaining active participation in decisions regarding their financial affairs.

Developing Investment Advisors are recruited into a program that builds comprehensive knowledge in technical, financial, and interpersonal areas to accelerate their path to building a successful client portfolio serving high-net-worth clients.

• Build a client base of HNW & UHNW clients, families, and business owners
• Develop comprehensive wealth management and investment strategies for clients based on their needs
• Make recommendations 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 clients 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
• 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 latest 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

Total rewards include 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.