Developing Investment Advisor (Quebec City)

Developing Investment Advisor (Quebec City)

07 Sep
|
TD
|
Quebec City

07 Sep

TD

Quebec City

Pay Details50 000 $/$50,000 - 100 000 $/$100,000 CADWork LocationQuébec, Quebec, CanadaHours37.5Line of BusinessTD WealthCommissionThis role is eligible for commission based earnings.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 disciplineCurrently 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 a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking advantages and discounts, career development, and reward and recognition programs. Learn moreAdditional InformationPlease 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.AccommodationYour accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.Language Requirement (Quebec Only)Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu’il servira à pourvoir de nombreux postes aux exigences comparables à l’avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu’un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d’une autre langue que le français est exigée.#J-18808-Ljbffr

📌 Developing Investment Advisor (Quebec City)
🏢 TD
📍 Quebec City

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