Developing Investment Advisor - Durham Region
Description
TD Wealth's Private Wealth Management provides comprehensive wealth advice and solutions to high-net-worth clients. This role is part of a specialized program for Developing Investment Advisors, focusing on building extensive knowledge in technical, financial, and interpersonal skills. Participants will accelerate their ability to build and manage successful client portfolios for high-net-worth individuals, families, and business owners, while receiving enhanced coaching, training, and practice management support. The role involves developing and implementing wealth management strategies, making portfolio recommendations, and actively growing a client base through prospecting and sales strategies.
What We're Looking For
Build a client base of HNW & UHNW clients, families, and business owners.,Develop comprehensive wealth management and investment strategies for clients based on their needs.,Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing.,Action a business plan focused on building client base and market share through prospecting, marketing, and developing a pipeline.,Develop and implement sales strategies to proactively attract, acquire, and retain customers/sales opportunities and referrals.,Establish beneficial relationships between clients and TD Partners to provide goal-based wealth advice across a full range of product and service solutions.,Identify and manage risks effectively to protect the interests of the organization.
Ideal Candidate
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.,Life Insurance License (LLQP) must be obtained within 6 months of hire.
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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