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. 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. 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. 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. 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; 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 Undergraduate degree preferred ~ Licensed with Canadian Investment Regulatory Organization of Canada (CIRO) as a Registered Representative ~ Qualified designations such as CFP, CIM and/or CFA are considered assets ~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 ~ Life Insurance License (LLQP) TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our 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 benefits and discounts, career development, and reward and recognition programs. We’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. If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. We do our best to communicate outcomes to all applicants by email or phone call. 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) At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, an

📌 Work From Home Investment Associate (London)
🏢 TD Bank Group
📍 London