Investment Advisor
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Job Location:
Mississauga - Canada
Monthly Salary:
Not Disclosed
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
Work Location:
Mississauga Ontario CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$0 - $0 CADThis role is eligible for commission based earnings plus base pay earnings based on local minimum wage.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 compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.
As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
** Preferred Candidate Identified **
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 clients 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 Waterhouse Private Investment Advice (TDW PIA) is one of Canadas 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 clients 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 clients 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 clients wealth considerations
Provide goals-based wealth advice across a full range of product and service solutions
Make recommendations to the client regarding their portfolios construction security selection monitoring rebalancing and make referrals to Wealth or TDCT partners that match the clients 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 worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we strive to make every interaction product and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.
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. Learn more
Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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.
If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.
Interview Process
Well 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 youd 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.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans ObjetRequired Experience:
Unclear Seniority
