Developing Investment Advisor

TD; Quebec; On-site; CAD 50,000 - 100,000; Full time

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Paid time off

Job summary

A leading financial institution in Quebec seeks a motivated professional to build a client base and develop wealth management strategies. Ideal candidates will have at least 3 years of experience in a client-facing role, possess a finance-related undergraduate degree, and be registered with CIRO. The position offers a competitive salary range of 50,000 to 100,000 CAD, along with a comprehensive rewards package that includes health benefits and variable compensation.

Qualifications

• 3+ years of experience in a client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environment.
• Currently licensed as a Registered Representative with CIRO.
• Life Insurance License (LLQP) must be obtained within 6 months of hire.

Responsibilities

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop comprehensive wealth management and investment strategies for clients.
• Make recommendations regarding portfolio construction and security selection.

Skills

Client Relationship Management

Wealth Management

Investment Strategies

Sales Strategies Development

Risk Management

Effective Communication

Market Knowledge

Education

Undergraduate Degree in finance, business, economics or related discipline

Job description

Pay Details

50 000 $/$50,000 - 100 000 $/$100,000 CAD

Work Location

Québec, Quebec, Canada

Hours

37.5

Line of Business

TD Wealth

Commission

This role is eligible for commission based earnings.

Accountabilities

• Build a client base of HNW & UHNW clients, families, and business owners
• Develop comprehensive wealth management and investment strategies for your clients based on their needs
• Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancing
• Action a business plan focused on building your client base and market share through prospecting, marketing and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources
• Develop and implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
• Take a OneTD approach with your clients by establishing beneficial relationships between your clients and TD Partners to provide goal-based wealth advice across a full range of product and service solutions
• Protect the interests of the organization – identify and manage risks effectively

What Your Profile Looks Like

• 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
• Deep knowledge of the investment landscape, markets, and portfolio management
• Curiosity and desire to stay on top of the latest trends and be a thought leader in your field
• 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) must be obtained within 6 months of hire

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec Only)

• Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu’il servira à pourvoir de nombreux postes aux exigences comparables à l’avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu’un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d’une autre langue que le français est exigée.