Developing Investment Advisor

2 days ago

Burlington, Canada TD Full time

Developing Investment Advisor Work Location: Burlington, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $50,000 - $100,000 CAD (commission-based earnings eligible) TD is committed to fair and equitable compensation opportunities. Growth opportunities and skill development are defining features of the colleague experience at TD. Compensation policies allow progression over time. The base pay may vary based on skills, experience, location, and business needs. Job Description: TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning. TDW PIA offers high‑net‑worth clients the opportunity to establish a relationship with a dedicated Investment Advisor while maintaining active participation. We are hiring Developing Investment Advisors for a specialized program that offers coaching, training, in‑branch training, and practice support. Accountabilities Build a client base of HNW & UHNW clients, families, and business owners. Develop comprehensive wealth management and investment strategies based on client needs. Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing. Act on a business plan focused on building client base and market share through prospecting, marketing, and developing a pipeline of potential clients and referral sources. Develop and implement sales strategies to attract, acquire, and retain customers and referrals to increase profit and enable business growth. Take a OneTD approach by establishing relationships between clients and TD Partners to provide goal‑based wealth advice across a full range of products and services. Protect the organization’s interests by identifying and managing 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 assets. 3+ years of experience in a client‑facing, sales or relationship‑focused role, ideally in a mutual fund or brokerage environment. Deep knowledge of investment landscape, markets, and portfolio management. Curiosity and desire to stay on top of latest trends and be a thought leader. 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. Benefits & Rewards Our Total Rewards package includes base salary, variable compensation, 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 are subject to provincial regulation for employment purposes. Each province or territory may have its own regulations. Colleague Development Regular career, development, and performance conversations, access to online learning, mentoring programs, and various career paths. Training & Onboarding Training and onboarding sessions will be provided to ensure success. Interview Process Candidates of interest will be contacted to schedule interviews. Outcomes will be communicated by email or phone. Accommodation Accessibility accommodations are available upon request. #J-18808-Ljbffr

  • Developing Investment Advisor

    2 days ago

    Burlington, Ontario, Canada TD Full time $50,000 - $100,000

    Work Location:Burlington, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$50,000 - $100,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

  • Investment Advisor

    4 weeks ago

    Burlington, Canada RBC Dominion Securities Full time

    Join RBC Dominion Securities as an Investment Advisor and help clients reach their goals while building your own business within the RBC brand. About the Role As an Investment Advisor at RBC Dominion Securities, you will build and maintain client relationships and deliver tailored financial advice. Responsibilities Build and maintain client relationships...

  • Investment Advisor

    4 weeks ago

    Burlington, Canada RBC Dominion Securities Full time

    Join RBC Dominion Securities as an Investment Advisor and help clients reach their goals while building your own business within the RBC brand. About the Role As an Investment Advisor at RBC Dominion Securities, you will build and maintain client relationships and deliver tailored financial advice. Responsibilities Build and maintain client relationships...

  • Investment Advisor

    7 days ago

    Burlington, Canada Royal Bank of Canada Full time

    Job Description Grow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...

  • Investment Advisor

    4 weeks ago

    Burlington, Canada Royal Bank of Canada Full time

    Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...

  • Investment Advisor

    4 weeks ago

    Burlington, Canada Royal Bank of Canada Full time

    Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...

  • Investment Advisor

    4 weeks ago

    Burlington, Canada RBC Full time

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...

  • Investment Advisor

    4 weeks ago

    Burlington, Canada RBC Full time

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...

  • Autonomous Investment Advisor

    4 weeks ago

    Burlington, Canada RBC Dominion Securities Full time

    A leading financial institution in Burlington is seeking an experienced Investment Advisor to build and maintain client relationships while providing tailored financial advice. This full-time role offers unlimited earning potential through commission and fees. Ideal candidates possess outbound sales experience and a passion for financial planning. Flexible...

  • Autonomous Investment Advisor

    4 weeks ago

    Burlington, Canada RBC Dominion Securities Full time

    A leading financial institution in Burlington is seeking an experienced Investment Advisor to build and maintain client relationships while providing tailored financial advice. This full-time role offers unlimited earning potential through commission and fees. Ideal candidates possess outbound sales experience and a passion for financial planning. Flexible...