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Developing Investment Advisor - Remote

Posted 3 days ago
Sales / Business
Full Time
Canada
$50,000 - $100,000 CAD/year

Overview

The Developing Investment Advisor role at TD Wealth offers an opportunity to build a client base of high-net-worth clients while receiving comprehensive training and support to develop wealth management strategies.

In Short

  • Work as a Developing Investment Advisor in Halifax, Nova Scotia.
  • Base salary of $50,000 - $100,000 CAD with commission opportunities.
  • Build relationships with high-net-worth clients.
  • Develop and implement wealth management strategies.
  • Participate in a specialized training program.
  • Focus on client acquisition and relationship management.
  • Collaborate with TD Partners for comprehensive client solutions.
  • Must obtain Life Insurance License within 6 months of hire.
  • 3+ years of client-facing experience required.
  • Encouraging entrepreneurial spirit and proactive sales approach.

Requirements

  • Undergraduate Degree in finance, business, or related field.
  • Currently licensed as a Registered Representative with CIRO.
  • Professional designations like CFP, CIM, or CFA are assets.
  • Deep knowledge of investment landscape and portfolio management.
  • Excellent communication and interpersonal skills.
  • Proven ability to manage client relationships.
  • Comfort with compliance and ethical client service.
  • Curiosity and desire to stay updated on financial trends.
  • Entrepreneurial experience preferred.
  • Commitment to ongoing professional development.

Benefits

  • Competitive base salary and variable compensation.
  • Health and well-being benefits.
  • Retirement savings programs.
  • Paid time off and banking benefits.
  • Career development support and mentoring programs.
  • Recognition and rewards programs.
  • Training and onboarding sessions provided.
  • Commitment to diversity, equity, and inclusion.
  • Access to an online learning platform.
  • Support for community engagement initiatives.
Meloche Monnex logo

Meloche Monnex

The Toronto-Dominion Bank (TD) is one of the world's leading global financial institutions and the fifth largest bank in North America by branches. With a commitment to delivering legendary customer experiences, TD serves over 27 million households and businesses across Canada, the United States, and globally. The bank employs more than 95,000 colleagues who are dedicated to enriching the lives of customers, communities, and each other. Guided by the vision to 'Be the Better Bank,' TD focuses on innovation and enhancing customer experience while providing growth opportunities and skill development for its employees. The bank is also committed to diversity, equity, and inclusion, fostering an environment where all colleagues can thrive and contribute to a more sustainable future through initiatives like the TD Ready Commitment.

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