Job Title

Overview 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. Responsibilities 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 Please note: We are also hiring in other locations in Toronto and the GTA. About TD La TD est un chef de file mondial dans le secteur des institutions financires. Elle reprsente la cinquime banque en Amrique du Nord par son nombre de succursales. Chaque jour, nous offrons une exprience client lgendaire plus de 27 millions de mnages et dentreprises au Canada, aux tats-Unis et partout dans le monde. Plus de 95 000 collgues de la TD mettent en commun leurs comptences, leur talent et leur crativit au service de la Banque, des clients quelle sert et des conomies quelle appuie. Nous sommes guids par notre vision dtre une meilleure banque et par notre objectif denrichir la vie de nos clients, de nos collectivits et de nos collgues. La TD est une entreprise profondment engage tre une leader en matire dexprience client. Voil pourquoi nous croyons que chaque collgue, peu importe son secteur dactivit, est en contact avec la clientle. En parallle de lvolution de nos activits et de notre stratgie, nous innovons afin damliorer lexprience client et de crer des capacits pour faonner lavenir des services bancaires. Notre programme de rmunration globale est conu pour reflter les investissements que nous faisons pour aider nos collgues et leur famille atteindre leurs objectifs en matire de bien-tre mental, physique et financier. Cela inclut le salaire de base, la rmunration variable et dautres rgimes cls, comme des avantages sociaux et des rgimes dpargne et de retraite. En savoir plus. Processus dentrevue et Accessibilit Nous communiquerons avec les candidats slectionns pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par tlphone avec tous les candidats et leur faire part de notre dcision. Laccessibilit est importante pour nous. Nhsitez pas nous faire part de toute mesure dadaptation dont vous pourriez avoir besoin pour participer sans entraves au processus dentrevue. #J-18808-Ljbffr