Developing Investment Advisor Halifax

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

Job summary

A leading financial institution in Halifax is seeking a Developing Investment Advisor to build and manage a client portfolio for high-net-worth individuals. Candidates should possess a relevant degree, strong communication skills, and a passion for investment. The role offers a comprehensive training program, competitive pay, and the potential for commission-based earnings. Join us in providing exceptional wealth management to our clients.

Benefits

Health and well-being benefits

Career development programs

Competitive salary and variable compensation

Qualifications

• 3 years of experience in a client-facing sales role.
• Professional designations like CFP, CIM, or CFA are assets.
• Must obtain Life Insurance License within 6 months.

Responsibilities

• Build a client base of high-net-worth clients.
• Develop and implement wealth management strategies.
• Make investment recommendations based on client needs.

Skills

Communication skills

Client management

Sales strategies

Knowledge of investment landscape

Education

Undergraduate Degree in finance, business, economics

Registered Representative license with CIRO

Tools

Wealth management software

Job description

Overview

Work Location : Halifax Nova Scotia Canada

Hours : 37.5

Line of Business : TD Wealth

Pay Details : $50000 - $100000 CAD

This role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description :

TD Wealth Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.

TD Wealth Private Investment Advice (TDW PIA) is one of Canadas premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA offers high-net-worth clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor while maintaining active participation in decisions regarding their financial affairs.

Are you entrepreneurial passionate about investments growing your business and empowering clients to thrive This could be your next big move! We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This is a highly specialized program where participants gain the opportunity to build comprehensive knowledge in technical financial and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net-worth clients. The program includes enhanced coaching and training and offers in-branch training on systems product and service orientation strategic business development and dedicated practice management support to help you develop and grow your practice.

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 portfolios 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

#LI-Wealth

Who We Are

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

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

Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

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.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process

Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if youd 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.

We look forward to hearing from you!

Language Requirement (Quebec only) :

Sans Objet

Employment Type

Full-Time

Experience

years

Vacancy

1

Monthly Salary Salary : 50000 - 100000