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TD

Investment Advisor – Metro West

TD

Developing Investment Advisor role at TD Wealth providing personalized investment strategies for high-net-worth clients. Engage clients in building their wealth and financial goals in Hamilton, Ontario.

Posted 6/23/2026full-timeHamilton • 🇨🇦 CanadaMid-LevelSenior💰 CA$50,000 - CA$100,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
wealth managementinvestment strategiesportfolio constructionsecurity selectionmonitoringrebalancingsales strategiesclient acquisitionprofitability analysisportfolio management
Soft Skills
relationship buildingcommunicationcuriosityethical client servicethought leadership
Certifications & Qualifications
Registered RepresentativeCFPCIMCFALife Insurance License (LLQP)
Industry Keywords
HNW clientsUHNW clientsmutual fundbrokeragecompliance requirementsmarket trendsbusiness growthclient-facing rolesales opportunitiespipeline development

About the role

Key responsibilities & impact
  • Build a client base of HNW & UHNW clients, families, and business owners
  • Develop comprehensive wealth management and investment strategies for your clients based on their needs
  • Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancing
  • Action a business plan focused on building your client base and market share through prospecting, marketing and developing a pipeline that identifies and cultivates relationships with 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 your clients by establishing beneficial relationships between your clients and TD Partners to provide goal-based wealth advice across a full range of product and service solutions

Requirements

What you’ll need
  • Undergraduate Degree in finance, business, economics or related discipline
  • Currently licensed as a Registered Representative with CIRO
  • Professional designations such as CFP, CIM and/or CFA are considered assets
  • 3+ years of experience working directly 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 the latest trends and be a thought leader in your field
  • Comfort with compliance requirements and commitment to ethical client service
  • Life Insurance License (LLQP) must be obtained within 6 months of hire

Benefits

Comp & perks
  • Health and well-being benefits
  • Retirement programs
  • Paid time off
  • Career development and training opportunities
  • Reward and recognition programs