Developing Investment Advisor

Job Overview

Work Location: Sherbrooke, Quebec, Canada • Hours: 37.5 • Line of Business: TD Wealth • Pay: 50,000 – 100,000 CAD (variable commission)

Program Overview

TD Wealth Private Services (SPGP) recommends a holistic, client‑focused approach for high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients. This development program equips advisors with technical, financial and interpersonal skills to build a successful client portfolio.

Responsibilities

• Develop a client base of HNW and UHNW individuals, families and business owners
• Elaborate comprehensive wealth‑management and investment strategies tailored to client needs
• Formulate portfolio‑building recommendations, security selection, monitoring and rebalancing
• Implement a business plan focused on client acquisition and market share growth through business development, marketing and pipeline creation to identify and nurture relationships with prospect...