TD

Developing Investment Advisor

TD

full-time

Posted on:

Location Type: Office

Location: Oakville • 🇨🇦 Canada

Visit company website
✨ AI Apply
Apply

Salary

💰 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
  • 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

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, 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
  • 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
Benefits
  • Growth opportunities and skill development
  • Health and well-being benefits
  • Savings and 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 constructionsecurity selectionrisk managementsales strategiesclient relationship managementmarket analysiscompliance requirementsportfolio management
Soft skills
interpersonal skillsentrepreneurial mindsetcuriositythought leadershipethical client servicerelationship buildingcommunication skillsproactive approachproblem-solvingnegotiation skills
Certifications
Registered RepresentativeCFPCIMCFALife Insurance License (LLQP)