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TD

Investment Advisor

TD

Developing Investment Advisor role at TD Wealth catering to high-net worth clients. Assisting in wealth management and investment strategies through building a client base and implementing sales strategies.

Posted 5/30/2026full-timeMontréal • 🇨🇦 CanadaMid-LevelSenior💰 CA$50,000 - CA$100,000 per yearWebsite

About the role

Key responsibilities & impact
  • Build a client base of HNW & UHNW clients, families, and business owners
  • Develop comprehensive wealth management and investment strategies for clients
  • Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing
  • Action a business plan focused on building client base through prospecting, marketing and developing relationships
  • Develop and implement sales strategies to attract, acquire, and retain customers

Requirements

What you’ll need
  • 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
  • Deep knowledge of the investment landscape, markets, and portfolio management
  • Comfort with compliance requirements and commitment to ethical client service
  • Life Insurance License (LLQP) must be obtained within 6 months of hire

Benefits

Comp & perks
  • Compensation policies designed to allow colleagues to progress through salary ranges over time
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off
  • Banking benefits and discounts
  • Career development opportunities
  • Reward and recognition programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
wealth managementinvestment strategiesportfolio constructionsecurity selectionmonitoringrebalancingsales strategiesprospectingcustomer acquisitionclient retention
Soft Skills
relationship buildingcommunicationethical client serviceclient-facingsalesorganizational skillsstrategic planningmarketing
Certifications
Registered RepresentativeCFPCIMCFALife Insurance License (LLQP)