Developing Investment Advisor
Description
This program at TD Wealth Private Investment Advice (TDW PIA) is designed for individuals passionate about investments and business growth. Participants will gain comprehensive knowledge in technical, financial, and interpersonal areas to build a successful client portfolio, serving high-net-worth clients by providing customized wealth advice and solutions. The role involves establishing one-on-one client relationships and active participation in their financial affairs.
What We're Looking For
Build comprehensive knowledge in technical, financial, and interpersonal domains.,Develop and manage a client portfolio focused on high-net-worth individuals.,Demonstrate an entrepreneurial spirit and passion for investments and business growth.,Empower clients to thrive financially.,Formulate comprehensive wealth management and investment strategies.
Ideal Candidate
Undergraduate Degree in finance, business, economics or a 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 direct experience in a client-facing, sales, or relationship-focused role, ideally within a mutual fund or brokerage environment.,Deep knowledge of the investment landscape, markets, and portfolio management.
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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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