Work Location: London, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $50,000 - $100,000 CAD This 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.

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive and rewarding career in wealth.

Are you a highly seasoned professional recognized as a top-level expert with the ability to identify and interpret trends in the market? Do you thrive applying this expertise to structure portfolios to achieve results? As Investment Advisor, you will provide a full range of investment solutions and wealth advice to high net worth clients.



You will conduct in-depth reviews of their unique investment goals and risk tolerance to develop and deliver highly personalized investment strategies.

Job Description

- Anticipate emerging customer trends as a basis for recommending business offerings (financial products, insurance and estate planning) to the clients
- Oversee the management and activities of large accounts and related servicing teams; support the timely and accurate completion of business processes and procedures
- Manage the most strategic relationships that are characterized by significantly complex products and services
- Attract and advise on the financial assets of affluent clients through establishing one-on-one relationships with them while you help them maintain active participation in the decisions
- Make recommendations to the client regarding their portfolio's construction, security selection, monitoring and rebalancing as well as make referrals as appropriate to other TD Wealth partners
- Provide clients with periodic performance reporting and build positive client relationship with annual review, rediscovery meetings and ongoing advice and service
- Prospect, market and develop business pipeline by identifying and cultivating relationships with potential clients and external referral sources to build client base and professional practice
- Maintain a culture of risk management,



adhere to internal policies and procedures and protect the interests of the Bank by monitoring and escalating transaction activity as required
- Provide thought leadership, participate in knowledge transfer within the team, make recommendations and collaborate with business teams
- Participate fully as a team member, support a positive qualified team environment

Job Requirements

- Undergraduate degree preferred
- Licensed with Canadian Investment Regulatory Organization of Canada (CIRO) as a Registered Representative
- 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)

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined exec

📌 Developing Investment Advisor (London)
🏢 TD Bank Group
📍 London