Investment Advisor
TD
full-time
Posted on:
Location Type: Office
Location: St. Catharines • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$50,000 - CA$100,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
Requirements
- 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
- 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
- Comfort with compliance requirements and commitment to ethical client service.
Benefits
- Health and well-being benefits
- Retirement programs
- Paid time off
- Banking benefits and discounts
- Career development and recognition programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
wealth managementinvestment strategiesportfolio managementsecurity selectionsales strategiesclient acquisitionclient retentionmarket analysisprospectingpipeline development
Soft skills
relationship buildingcommunicationcuriosityethical client servicethought leadership
Certifications
Registered RepresentativeCFPCIMCFA