HNW Wealth Advisor - Private Investment & Strategy

TD Bank Group; 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

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.