Developing Investment Advisor
@ TD

Halifax, NS
CA$75,000
On Site
Full Time
Posted 1 day ago

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XXXXXXXXXX XXXXXXXXX XXXXXXXXXX******* @td.com
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Job Details

Overview

The Developing Investment Advisor at TD in Halifax, Nouvelle-Écosse, Canada, is part of the TD Wealth Private Investment Advice team. This role is designed for professionals with a passion for investments and entrepreneurial drive to build and manage a client base of high-net-worth individuals, families, and business owners.

Role Description

This program offers comprehensive knowledge in technical, financial, and interpersonal areas through enhanced coaching, training, and in-branch sessions. Advisors will guide clients in customizing wealth management and investment strategies, portfolio construction, and risk management while developing a business plan focused on growth.

Key Responsibilities

  • Build a client base of HNW and UHNW clients.
  • Develop comprehensive wealth management and investment strategies.
  • Recommend portfolio construction and risk management actions.
  • Implement sales strategies to attract, acquire, and retain clients.
  • Collaborate with TD Partners for goal-based wealth advice.
  • Manage risks and comply with ethical and compliance standards.

Candidate Profile

Candidates should have an undergraduate degree in finance, business, economics or a related discipline. They must be a Registered Representative with CIRO and preferably hold designations such as CFP, CIM and/or CFA. A minimum of 3 years of client-facing and sales experience is required, with strong knowledge of the investment landscape.

What TD Offers

TD provides a fair and equitable compensation program, opportunities for career growth, extensive training and mentoring, and a comprehensive benefits package. The role also includes salary adjustments based on skills, experience, and regional factors.

Training and Onboarding

Successful candidates will receive in-branch and online training, continuous career development conversations and mentoring, and a structured interview process with accessibility accommodations available upon request.

Key skills/competency

  • Wealth Management
  • Investment Strategies
  • Client Acquisition
  • Sales
  • Financial Analysis
  • Risk Management
  • Compliance
  • Portfolio Management
  • Interpersonal Skills
  • Business Development
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How to Get Hired at TD

🎯 Tips for Getting Hired

  • Customize your resume: Highlight wealth management and sales skills.
  • Research TD: Understand TD Wealth and investment services.
  • Prepare examples: Showcase successful client acquisitions.
  • Practice interviews: Emphasize compliance and ethics.

📝 Interview Preparation Advice

Technical Preparation

Review portfolio management software basics.
Study current financial market trends.
Practice financial analysis and modeling.
Familiarize with compliance regulations.

Behavioral Questions

Describe a time you built client rapport.
Explain handling difficult client situations effectively.
Demonstrate entrepreneurial initiative in sales.
Discuss collaborating within a team environment.

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