Developing Investment Advisor (Vancouver Island)
Description
The Developing Investment Advisor role at TD Wealth Private Investment Advice is a specialized program for individuals passionate about investments and growing a business. Participants will build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate their path to building a successful client portfolio serving high-net-worth clients. This includes enhanced coaching, training, in-branch training on systems, product and service orientation, strategic business development, and dedicated practice management support.
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,
Identify and manage risks effectively,
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,
Life Insurance License (LLQP) must be obtained within 6 months of hire
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
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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