Job Description
Job Summary
Work Location: Windsor, Ontario, Canada
Hours: 37.5 per week
Line of Business: TD Wealth
Pay Details: $50,000 - $100,000 CAD (eligible for commission-based earnings)
Program Overview
TD Wealth Private Wealth Management (PWM) provides high-net‑worth clients with holistic discovery and planning. This role is part of the Developing Investment Advisor Program, designed to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate building a successful client portfolio.
Responsibilities
- Build a client base of HNW & UHNW clients, families, and business owners.
- Develop comprehensive wealth management and investment strategies for clients based on their needs.
- Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing.
- Action a business plan focused on building client base and market share through prospecting, marketin...