Private Wealth Investment Advisor

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

Job summary

TD Private Wealth Management seeks an experienced Investment Advisor to deliver tailored wealth solutions to high net worth clients in London, Ontario. You will conduct in-depth reviews, build strategies, and manage relationships with a focus on growth and risk management.

This role combines advisory expertise with business development, requiring integrity, proactive outreach, and collaboration with TD Wealth partners to expand the client base.

Qualifications

• Undergraduate degree preferred.
• Licensed with Canadian Investment Regulatory Organization (CIRO) as a Registered Representative.
• 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.
• Life Insurance License (LLQP).

Responsibilities

• Anticipate emerging customer trends to recommend business offerings (financial products, insurance and estate planning) to clients.
• Oversee the management and activities of large accounts and related servicing teams; support timely and accurate business processes.
• Manage the most strategic relationships characterized by significantly complex products and services.
• Attract and advise on the financial assets of affluent clients through one-on-one relationships and ongoing participation in decisions.
• Make recommendations to clients regarding portfolio construction, security selection, monitoring and rebalancing.
• Provide clients with periodic performance reporting and build relationships with annual reviews and rediscovery meetings.
• Prospect, market and develop business pipeline by identifying and cultivating relationships with potential clients and external referrals.
• Maintain a culture of risk management and comply with internal policies to protect the bank’s interests.

Skills

Client relationship management

Sales experience

Investment knowledge

Communication

Regulatory compliance

Financial analysis

Prospecting

Education

Undergraduate degree

CIRO Registered Representative license

Life Insurance License (LLQP)

CFP/CIM/CFA assets

Job description

TD Private Wealth Management seeks an experienced Investment Advisor to deliver tailored wealth solutions to high net worth clients in London, Ontario. You will conduct in-depth reviews, build strategies, and manage relationships with a focus on growth and risk management.

This role combines advisory expertise with business development, requiring integrity, proactive outreach, and collaboration with TD Wealth partners to expand the client base.