Investment Advisor (Future Opportunity)

The Toronto-Dominion Bank (Canada); Red Deer; On-site; CAD 70,000 - 120,000; Full time

Job summary

A leading financial institution seeks an Investment Advisor to provide holistic wealth management solutions for high-net-worth clients. Ideal candidates will have a strong background in relationship-building and financial advising, with opportunities for extensive career development and a comprehensive rewards package designed for employee well-being.

Benefits

Health and Well-being benefits

Savings and retirement programs

Paid time off

Career development opportunities

Banking benefits and discounts

Qualifications

• Minimum three years in a client-facing, sales, or relationship role.
• Strong relationship building skills.
• Passion for financial advisory and keen interest in portfolio management.

Responsibilities

• Develop high-quality wealth plans based on client considerations.
• Provide goals-based wealth advice across product and service solutions.
• Prospect and develop relationships to build a client base.

Skills

Relationship Building

Wealth Planning

Sales Strategies

Education

Undergraduate Degree

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. Based on a commitment to discovering and achieving what truly matters to each client, PWM leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. As part of the commitment to OneTD, team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of PWM services – Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust and Wealth Advisory Services.

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. PIA Investment Advisors will conduct an in-depth review of the client's investment goals, philosophies and risk tolerance, and work with them to develop and document their personalized investment strategy.

The Investment Advisor will attract and advise on the financial assets of affluent clients looking for the opportunity to establish a one-on-one relationship with a dedicated professional while maintaining active participation in the decisions regarding their financial affairs. The IA will conduct an in-depth review of the client's investment goals, philosophies and risk tolerance, and work with them to develop and document their personalized investment strategy which includes advice on financial products, insurance and estate planning.

Accountabilities

• Develop and leverage your wealth planning discovery skills and expertise to produce a high-quality plan that is relevant to your client's wealth considerations
• Provide goals-based wealth advice across a full range of product and service solutions
• Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, rebalancing and make referrals to Wealth or TDCT partners that match the client’s needs
• Prospect, market and develop pipeline for the process of putting business plan into action by identifying and cultivating relationships with potential clients and external referral sources to build client base and market share
• Develop / implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary

Requirements

• Minimum three (3) years of experience working directly in a client-facing, sales or relationship-focused role
• You have strong relationship building skills and an ability to connect with all types of individuals.
• You have a passion for financial advisory & planning and a keen interest in portfolio management.
• Undergraduate Degree
• Licensed with CIRO as a Registered Representative (RR)
• Life Insurance License (LLQP) must be obtained with within 3 months of hire
• CIWM, CFP is an asset

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 deliver legendary customer experiences to 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 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 you’ve 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, we’re 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.

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. 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 we’re committed to helping you identify opportunities that support your goals.

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.