Developing Investment Advisor
Description
TD Wealth Private Investment Advice (TDW PIA) is seeking entrepreneurial and passionate individuals to join their Developing Investment Advisor Program. This program provides comprehensive knowledge in technical, financial, and interpersonal areas, along with enhanced coaching and training, to help participants build a successful client portfolio serving high-net-worth clients. The role involves building a client base, developing wealth management strategies, making portfolio recommendations, and implementing sales strategies to attract and retain 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 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,
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,
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
Undergraduate 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
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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