Developing Investment Advisor - London

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

Benefits offered by this job

Commission-based earnings

Career development opportunities

Health and wellness benefits

Job summary

TD Bank is looking for a dedicated Investment Advisor to develop and manage relationships with high-net-worth clients in London, Ontario. This role emphasizes tailored wealth management and investment strategies.

You'll have opportunities for professional growth and a competitive salary range of $50,000 - $100,000 CAD, along with commission-based earnings. Candidates should have relevant client-facing experience and professional designations such as CFP or CIM.

Qualifications

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

Responsibilities

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

Skills

Client relationship management

Investment knowledge

Sales strategies

Communication

Compliance awareness

Education

Undergraduate Degree in finance, business, or economics

Job description

page for more information.Developing Investment Advisor - London page is loaded## Developing Investment Advisor - Londonremote type: On Sitelocations: London, Ontariotime type: Full timeposted on: Posted Yesterdayjob requisition id: R\\_1496777**Work Location:**London, Ontario, Canada**Hours:**37.5**Line of Business:**TD Wealth**Pay Details:**$50,000 - $100,000 CADThis 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 Canada's 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.**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**Who We Are:**TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.**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.**Additional Information:**We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're 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 you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll 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.If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.**Training & Onboarding**We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.**Interview Process**We'll 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 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.We look forward to hearing from you!**Language Requirement (Quebec only):**Sans Objet**Our Values**At TD we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.**Our Commitment to Diversity, Equity, and Inclusion**At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.**Helping to Make an Impact in Communities - TD Ready Commitment**TD has a long-standing