Developing Investment Advisor - Metro West (Burlington)
$50k - $100k per yearTD Bank
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.
Job Description
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 and qualified Investment Advisor, while maintaining active participation in decisions regarding their financial affairs.
Program Overview
We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This highly specialised program helps participants build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate the 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.
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 organisation – 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, 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 Licence (LLQP) must be obtained within 6 months of hire
Location Accommodation
We are open to candidates in the Oakville, Burlington, and Hamilton markets.
Additional Information
Our Total Rewards package includes base salary, variable compensation, health and well‑being benefits, savings and retirement programmes, paid time off, banking benefits and discounts, career development, and reward and recognition programmes.
Equal Opportunity
Federal law prohibits job discrimination based on race, colour, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Language Requirement
Quebec only: Sans Objet
#J-18808-LjbffrVacancy posted 4 hours ago
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