Developing Investment Advisor

Responsibilities

• Build a client base of high-net-worth and ultra-high-net-worth clients, families, and business owners
• Develop comprehensive wealth management and investment strategies tailored to client needs
• Provide recommendations regarding portfolio construction, security selection, monitoring, and rebalancing
• Execute a business plan focused on prospecting, marketing, and cultivating relationships with potential clients and referral sources
• Implement sales strategies to proactively attract, acquire, and retain customers to drive business growth
• Collaborate with TD Partners to provide goal-based wealth advice across a full range of product and service solutions
• Identify and manage risks effectively to protect the interests of the organization

Requirements

• Undergraduate Degree in finance, business, economics, or a related discipline
• Currently licensed as a Registered Representative with CIRO
• 3+ years of experience in a client-facing, sales, or relationship-focused role
• Deep knowledge of investment markets, the investment landscape, and portfolio management
• Ability to obtain a Life Insurance License (LLQP) within 6 months of hire
• Strong communication, interpersonal, and entrepreneurial prospecting skills

Preferred Qualifications

• Professional designations such as CFP, CIM, and/or CFA

Benefits

• Competitive base salary with eligibility for commission-based earnings
• Comprehensive Total Rewards package including health and well-being benefits
• Savings and retirement programs
• Paid time off and banking benefits
• Access to regular career development, mentoring programs, and online learning platforms

About the Company

TD is one of the world's leading global financial institutions and the fifth largest bank in North America. We strive to make every interaction, product, and experience remarkably human and refreshingly simple for millions of households and businesses worldwide. At TD, we are committed to fostering an inclusive culture where colleagues can grow their expertise and make a meaningful impact in their communities.