TD Wealth in London is looking for someone to fill the developing investment advisor role, which focuses on creating and increasing a client base of high-net-worth individuals through customized investment and wealth management assistance. This role is part of a structured program designed to develop a financial advisor’s knowledge and skill set in technical, financial skills .
TD Bank provides an outstanding work environment, with opportunities for continual education, mentoring, and advancement. All the colleagues can enjoy a complete total rewards package consisting of salary, paid time off, health insurance, and many wellness programs.
TD intends to be a top-notch financial service provider and to share the values of inclusivity, collaboration, and growth with both clients and staff. In case you are a finance enthusiast and you like to interact with clients, for more details on the application process for this challenging and yet rewarding opportunity.
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Employer Details
Company Name : TD Careers
Location : London, Ontario, Canada
Salary : $50,000 – $100,000 CAD
Job Type : Full Time
Start date : As soon as possible
Benefits : Reward and recognition programs, career development and training opportunities, and support for diversity and inclusion.
Job Description
- The investment and wealth strategy and advisory area of a developing high net worth client service position.
- This role requires a minimum of 37.5 hours per week (full time) Monday to Friday, with the potential for additional hours on weekends as necessary.
- The primary focus of this position is to create and expand a client base through developing lasting relationships through relationship engagement.
- Through the structured development program, you will receive coaching, development and business support.
- Supporting personalized investment planning and portfolio discussions with our high net worth clients is the key responsibility of this job.
- You will work within a collaborative team environment, have access to extensive resources to support your development and have opportunities to grow professionally.
Responsibilities
- Develop and expand a client base that includes high-net-worth, ultra-high-net-worth, and business owner clients.
- Design wealth management and investment strategy that is comprehensive for clients.
- Make recommendations for constructing portfolios, selecting securities, monitoring portfolios, and rebalancing portfolios.
- Create market share through prospecting, marketing, and developing relationships.
- Create and use sales strategies that will generate interest in, acquire, and retain both clients and referrals.
- Work collaboratively with other TD partners to provide a complete wealth management experience with a focus on achieving clients’ overall goals.
- Identify and manage risks for the purpose of protecting the interest of TD Bank and all of its stakeholders.
Requirements
- Graduation with undergrad qualifications within any one of the following areas: Finance, Business, Economics or related subjects.
- Registered Representative Certification with CIRO.
- Minimum three years client-facing, sales related and/or relationship-driven position experience.
- Strong Investment Products knowledge, Investment Markets knowledge and Portfolio Management knowledge.
- Possesses or will obtain Life Insurance License (LLQP) shortly after employment.
How to Apply ?
Aspiring applicants are invited to go to the TD Bank Careers website and submit their application.