Developing Investment Advisor

Job Overview

Work Location: Québec, Quebec, Canada

Hours: 37.5 per week

Line of Business: TD Wealth

Pay: $50,000 – $100,000 CAD base salary, eligible for commission‑based earnings.

Job Description

TD Wealth Private Wealth Management (PWM) delivers comprehensive wealth advice to high‑net‑worth clients. The Developing Investment Advisor Program is a specialized training initiative that equips participants with technical, financial, and interpersonal expertise to grow a successful client portfolio.

Accountabilities (Responsibilities)

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop comprehensive wealth management and investment strategies based on client needs.
• Recommend portfolio construction, security selection, monitoring, and rebalancing.
• Action a business plan focused on building client base and market share through prospecting, marketing, and pipeline ...