Td Bank Investment Advisor Future Opportunity 

Canada, Manitoba, Winnipeg 

570146995

Winnipeg, Manitoba, Canada

$0 - $0 CAD This role is eligible for commission based earnings.

Accountabilities

• Develop and leverage your wealth planning discovery skills and expertise to produce a high-quality plan that is relevant to your client's wealth considerations
• Provide goals-based wealth advice across a full range of product and service solutions
• Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, rebalancing and make referrals to Wealth or TDCT partners that match the client’s needs
• Prospect, market and develop pipeline for the process of putting business plan into action by identifying and cultivating relationships with potential clients and external referral sources to build client base and market share

• Develop / implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary

Requirements

• Minimum 5-10 years of experience working directly in a client-facing, sales or relationship-focused role
• Strong relationship building skills and an ability to connect with all types of individuals.
• You have a passion for financial advisory & planning and a keen interest in portfolio management.
• Undergraduate Degree
• Licensed with CIRO as a Registered Representative (RR)
• Life Insurance License (LLQP) must be obtained within 3 months of hire
• CIWM, CFP or other industry related courses is an asset
• Additional language skills will also be considered an asset

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Sans Objet