Developing Investment Advisor: Grow Your HNW Portfolio

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

Job summary

A leading global financial institution in Timmins, Ontario is seeking a motivated Investment Advisor to build relationships with high-net-worth clients. This role offers a specialized training program to develop investment strategies and enhance client portfolios. Ideal candidates will possess a strong entrepreneurial spirit and financial background. Competitive salary and growth opportunities available.

Benefits

Health and wellness benefits

Professional development programs

Competitive base salary with commission potential

Qualifications

• 3+ years of experience in a client-facing, sales or relationship-focused role.
• Professional designations such as CFP, CIM and/or CFA are considered assets.
• Must obtain a Life Insurance License (LLQP) 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.
• Make recommendations for portfolio construction and security selection.

Skills

Client relationship management

Investment strategies

Communication

Entrepreneurial mindset

Education

Undergraduate Degree in finance, business, economics or related discipline

Tools

Portfolio management software

Job description

A leading global financial institution in Timmins, Ontario is seeking a motivated Investment Advisor to build relationships with high-net-worth clients. This role offers a specialized training program to develop investment strategies and enhance client portfolios. Ideal candidates will possess a strong entrepreneurial spirit and financial background. Competitive salary and growth opportunities available.