Work Location: Winnipeg, Manitoba, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $50,000 - $100,000 CAD (role eligible for commission based earnings) 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 professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs.

We are hiring Developing Investment Advisors into our Developing Investment Advisor Program, a highly specialized program where participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate their path to building a successful client portfolio serving our high-net-worth clients. 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 organization – identify and manage risks effectively.

Qualifications - 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 License (LLQP) must be obtained within 6 months of hire.

Benefits - Base salary and variable compensation.

- Health and well-being advantages.
- Savings and retirement programs.
- Paid time off.
- Banking benefits and discounts.
- Career development and reward and recognition programs.

📌 Developing Investment Advisor (Winnipeg)
🏢 The Toronto-Dominion Bank (Canada)
📍 Winnipeg