Developing Investment Advisor - Yorkville
Description
TD Wealth Private Wealth Management is seeking a Developing Investment Advisor to join their specialized program. This role focuses on building a client base of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by developing comprehensive wealth management and investment strategies. The program provides extensive coaching and training in technical, financial, and interpersonal skills, along with in-branch support for systems, products, business development, and practice management to help advisors build a successful client portfolio.
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,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 pipeline development,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,Identify and manage risks effectively to protect organizational interests
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,Life Insurance License (LLQP) must be obtained within 6 months of hire
Minimum Education
Undergraduate 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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