Developing Investment Advisor - Toronto - C$50,000 - C$100,000 A Year

Developing Investment Advisor - Toronto - C$50,000 - C$100,000 A Year

13 Aug
|
TD Wealth
|
Toronto

13 Aug

TD Wealth

Toronto

Work LocationToronto, Ontario, CanadaHours37.5Line Of BusinessTD WealthPay Details$50,000 - $100,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job DescriptionTD 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 prospect to establish a one‑on‑one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs.Are you entrepreneurial, passionate about investments, growing your business, and empowering clients to thrive? This could be your next big move! We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This is a highly specialized program where participants gain the chance to build comprehensive knowledge in technical, financial,



and interpersonal areas to accelerate your 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.AccountabilitiesBuild a client base of HNW & UHNW clients, families, and business ownersDevelop comprehensive wealth management and investment strategies for your clients based on their needsMake recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancingAction 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 sourcesDevelop and implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growthTake 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 solutionsProtect the interests of the organization – identify and manage risks effectivelyWhat Your Profile Looks LikeUndergraduate Degree in finance, business,



economics or related discipline preferredCurrently licensed as a Registered Representative with CIROProfessional designations such as CFP, CIM and/or CFA are considered assets3+ years of experience working directly in a client‑facing, sales or relationship‑focused role, ideally in a mutual fund or brokerage environmentDeep knowledge of the investment landscape, markets, and portfolio managementCuriosity and desire to stay on top of the latest trends and be a thought leader in your fieldExcellent communication and interpersonal skillsProven entrepreneurial experience and ability to prospect and manage client relationshipsComfort with compliance requirements and commitment to ethical client serviceLife Insurance License (LLQP) must be obtained within 6 months of hireOur Total Rewards PackageOur Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals. Total Rewards at TD includes the base salary, variable compensation, and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.Additional InformationWe’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.Language Requirement (Quebec Only)Sans Objet#J-18808-Ljbffr

📌 Developing Investment Advisor - Toronto - C$50,000 - C$100,000 A Year
🏢 TD Wealth
📍 Toronto

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