Developing Investment Advisor - Regina & Saskatoon
Description
TD Wealth Private Wealth Management is seeking Developing Investment Advisors for its highly specialized program. This role focuses on building comprehensive knowledge in financial, technical, and interpersonal areas to cultivate a successful client portfolio. Responsibilities include developing wealth management strategies, making portfolio recommendations, executing business plans for client acquisition and retention, and fostering relationships with TD Partners to provide holistic financial advice for high-net-worth clients.
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 to clients regarding their portfolio's 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, to increase profitability and enable business growth,Take a OneTD approach with clients by establishing beneficial relationships between clients and TD Partners,Protect the interests of the organization – identify and manage risks effectively
Ideal Candidate
Undergraduate Degree in finance, business, economics or related discipline,Currently licensed as a Registered Representative with CIRO,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,Comfort with compliance requirements and commitment to ethical client service
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must obtain Life Insurance License (LLQP) within 6 months of hire
Also Available At
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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