Developing Investment Advisor: Grow HNW Wealth Practice

TD; Kingsville; Sur place; CAD 50 000 - 100 000; Plein temps

Résumé du poste

TD Wealth, Private Wealth Management (PWM) provides high-net-worth clients with holistic discovery and planning, delivering customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) offers high-net-worth clients a dedicated relationship with a professional Investment Advisor.

We are hiring Developing Investment Advisors into a program that accelerates knowledge across technical, financial, and interpersonal areas, with enhanced coaching, in-branch training, and

Qualifications

• 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 assets.
• 3+ years of experience in a client-facing sales or relationship role.
• Deep knowledge of the investment landscape and portfolio management.
• Life Insurance License (LLQP) must be obtained within 6 months of hire.
• Excellent communication and interpersonal skills.

Responsabilités

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop comprehensive wealth management and investment strategies for clients.
• Make recommendations on portfolio construction, security selection, and rebalancing.
• Execute a business plan to grow client base and market share through prospecting and referrals.
• Develop and implement sales strategies to attract, acquire and retain clients and referrals.
• Foster OneTD relationships by linking clients with TD Partners for holistic advice.
• Identify and manage risks to protect the organization.

Connaissances

Investment knowledge

Client relationship management

Sales oriented

Entrepreneurial spirit

Communication skills

Formation

Undergraduate Degree in finance, business, economics or related discipline

Registered Representative licensed with CIRO

Description du poste

TD Wealth, Private Wealth Management (PWM) provides high-net-worth clients with holistic discovery and planning, delivering customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) offers high-net-worth clients a dedicated relationship with a professional Investment Advisor.

We are hiring Developing Investment Advisors into a program that accelerates knowledge across technical, financial, and interpersonal areas, with enhanced coaching, in-branch training, and