Developing Investment Advisor
Description
TD Wealth Private Investment Advice is looking for entrepreneurial individuals passionate about investments and growing their business to join the Developing Investment Advisor Program. This program provides comprehensive knowledge in technical, financial, and interpersonal areas through enhanced coaching and training, in-branch training, strategic business development, and practice management support. The role involves building a client base of high-net-worth clients, developing customized wealth management and investment strategies, making portfolio recommendations, and actioning a business plan to acquire 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 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 with TD Partners to provide goal-based wealth advice,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,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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