Emerging Investment Advisor – Private Wealth

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

Job summary

TD Wealth Private Investment Advice is hiring Developing Investment Advisors to build comprehensive knowledge in technical, financial and interpersonal areas to accelerate your path to serving high-net-worth clients. The program includes enhanced coaching, in-branch training and support to grow your practice with TD Partners.

Ideal candidates have 3+ years in client-facing roles, an undergraduate finance degree, CIRO license, and CFP/CIM/CFA assets are a plus.

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.
• Life Insurance License (LLQP) must be obtained within 6 months of hire.
• 3+ years in client-facing, sales or relationship-focused roles in finance.

Responsibilities

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop wealth management and investment strategies for clients.
• Recommend portfolio construction, security selection, monitoring, and rebalancing.
• Prospect, market, and develop a pipeline of potential clients and referrals.
• Grow sales opportunities and deepen client relationships across TD Partners.

Skills

Client facing

Relationship management

Sales mindset

Communication

Markets knowledge

Education

Undergraduate degree

CIRO Licensed

LLQP license within 6 months

CFP/CIM/CFA assets

Job description

TD Wealth Private Investment Advice is hiring Developing Investment Advisors to build comprehensive knowledge in technical, financial and interpersonal areas to accelerate your path to serving high-net-worth clients. The program includes enhanced coaching, in-branch training and support to grow your practice with TD Partners.

Ideal candidates have 3+ years in client-facing roles, an undergraduate finance degree, CIRO license, and CFP/CIM/CFA assets are a plus.