Job Description
Location: Markham, Ontario, Canada. Hours: 37.5 per week. Line of Business: TD Wealth. Pay range: $50,000–$100,000 CAD base plus commission.
About the Role
We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This program offers enhanced coaching and training to build comprehensive knowledge in technical, financial, and interpersonal areas, enabling participants to accelerate their path to building a successful client portfolio for high‑net‑worth clients.
Accountabilities
- Build a client base of high-net‑worth and ultra‑high-net-worth clients, families, and business owners.
- Develop comprehensive wealth management and investment strategies for clients based on their needs.
- Make recommendations to clients regarding portfolio construction, security selection, monitoring, and rebalancing.
- Execute a business plan focused on building client base and market share through prospecting, m...