Developing Investment Advisor Job Grande Prairie area,Alberta Canada,Finance & Banking

Description

TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.

TD Wealth Private Investment Advice (TDW PIA) is one of Canada's 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.

We are hiring Developing Investment Advisor for an expanding region with high growth potential. If you currently are in a Financial Planning or Investment Advisory role, passionate about investments, and growing your business, this could be an excellent opportunity to expand your practice with TDW PIA. This role will benefit from our OneTD approach and allow you to collaborate with 2 Retail branches and a Commercial Banking branch in Grand Prairie

Our Developing Investment Advisor Program. This is a highly specialized program where participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net-worth clients. The program includes enhanced coaching and training and offers in-branch training on systems, product and service orientation, strategic business development, and dedicated practice management support to help you develop and grow your practice.

Accountabilities:

Build a client base of HNW & UHNW clients, families, and business owners

Develop comprehensive wealth management and investment strategies for your clients based on their needs

Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancing

Action a business plan focused on building your client base and market share through prospecting, marketing and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources

Develop and implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth

Take a OneTD approach with your clients by establishing beneficial relationships between your clients and TD Partners to provide goal-based wealth advice across a full range of product and service solutions

Protect the interests of the organization – identify and manage 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 considered assets

3+ years of experience working directly in a client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environment

Deep knowledge of the investment landscape, markets, and portfolio management

Curiosity and desire to stay on top of the latest trends and be a thought leader in your field

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

Who We Are:

TD is one of the world's 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 95,000 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…


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