Developing Investment Advisor

The Toronto-Dominion Bank (Canada); Quebec; On-site; CAD 50,000 - 100,000; Full time

Job summary

The Toronto-Dominion Bank (Canada) is seeking a Developing Investment Advisor to join its TD Wealth Private Wealth Management team in Québec, Quebec. This role focuses on building a client base of high-net-worth clients and developing comprehensive wealth management strategies. Candidates must have an undergraduate degree in finance or a related field, along with a minimum of 3 years of relevant experience.

The position offers a competitive salary range of $50,000 to $100,000 CAD, along with eligibility for commission-based earnings. Candidates with professional designations such as CFP, CIM, or CFA will stand out.

Qualifications

• 3+ years of client-facing, sales or relationship-focused experience.
• Registered Representative with CIRO.
• Professional designations such as CFP, CIM, or CFA are assets.

Responsibilities

• Build a client base of HNW & UHNW clients.
• Develop and implement sales strategies for customer acquisition.
• Recommend portfolio construction and security selection.

Skills

Sales skills

Interpersonal skills

Financial knowledge

Relationship management

Education

Undergraduate degree in finance, business, or economics

Job description

Job Overview

Work Location: Québec, Quebec, Canada

Hours: 37.5 per week

Line of Business: TD Wealth

Pay: $50,000 – $100,000 CAD base salary, eligible for commission‑based earnings.

Job Description

TD Wealth Private Wealth Management (PWM) delivers comprehensive wealth advice to high‑net‑worth clients. The Developing Investment Advisor Program is a specialized training initiative that equips participants with technical, financial, and interpersonal expertise to grow a successful client portfolio.

Accountabilities (Responsibilities)

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop comprehensive wealth management and investment strategies based on client needs.
• Recommend 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 attract, acquire, and retain customers and referrals for profitability and growth.
• Implement a OneTD approach by establishing relationships with TD Partners to provide goal‑based wealth advice across product and service solutions.
• Protect the organization’s interests by identifying and managing risks effectively.

Qualifications

• Undergraduate degree in finance, business, economics, or a related discipline.
• Registered Representative with CIRO.
• Professional designations such as CFP, CIM, or CFA are considered assets.
• 3+ years of client‑facing, sales or relationship‑focused experience, ideally in a mutual fund or brokerage environment.
• Deep knowledge of investment markets and portfolio management.
• Curiosity and thought‑leader mindset to stay current with industry trends.
• Excellent communication and interpersonal skills.
• Proven entrepreneurial experience and ability to prospect and manage client relationships.
• Comfort with compliance requirements and commitment to ethical client service.
• Life Insurance License (LLQP) obtained within 6 months of hire.

Training & Onboarding

Participants receive enhanced coaching, in‑branch systems training, product & service orientation, strategic business development instruction, and dedicated practice management support.

Application Process

We hire and develop the best talent. Qualified applicants will be contacted for interviews. All candidates will receive outcome communication via email or phone.

EEO Statement

TD is an equal‑opportunity employer. We provide a respectful workplace where diverse perspectives are valued and everyone has fair opportunities to grow.