Developing Investment Advisor

Description du poste TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. 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. Lieu de travail Timmins, Ontario, Canada Horaire 37.5 hours per week Secteur d’activité Gestion de patrimoine TD Détails de la rémunération $50,000 - $100,000 CAD. Ce poste est admissible à des revenus de commission. La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. La rémunération variable, la base et d’autres programmes clés tels que les avantages sociaux, les régimes d’épargne et de retraite, les congés payés, les avantages bancaires et les programmes de reconnaissance font partie du package complet proposé par la TD. Accountabilities Build a client base of HNW & UHNW clients, families, and business owners Develop comprehensive wealth management and investment strategies for your clients based on their needs Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancing Action a business plan focused on building your client base and market share through prospecting, marketing and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources Develop and implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth Take a OneTD approach with your clients by establishing beneficial relationships between your clients and TD Partners to provide goal-based wealth advice across a full range of product and service solutions Protect the interests of the organization – identify and manage risks effectively What Your Profile Looks Like 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 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 Comfort with compliance requirements and commitment to ethical client service Life Insurance License (LLQP) must be obtained within 6 months of hire À propos de nous La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord grâce à son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues. Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries Banking #J-18808-Ljbffr