Developing Investment Advisor, Windsor

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, marketing, and developing a pipeline of 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 clients by establishing beneficial relationships between 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. Qualifications

Undergraduate degree in finance, business, economics, or related discipline. Licensed as a Registered Representative with CIRO. Professional designations such as CFP, CIM, and/or CFA are considered assets. 3+ years experience 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 latest trends and to be a thought leader. 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. Benefits&Compensation

Base salary of $50,000– $100,000 CAD, with variable commission‑based earnings. The total rewards package includes health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

#J-18808-Ljbffr