Developing Investment Advisor
Halifax, NSThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need a finance, business, or economics undergraduate degree, a CIRO Registered Representative licence, and 3+ years in client-facing sales or relationship roles. They also need deep investment knowledge and must obtain a Life Insurance License (LLQP) within 6 months of hire.
Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM
Professional Assistant Branch Manager Wealth
Vancouver, BCThe Toronto-Dominion Bank (Canada)
7+ YOE7+ MgmtCandidates need a university degree, CIRO registration as a Registered Representative and Supervisor, and 7+ years of wealth leadership experience including branch and sales management. Strong talent recruitment, strategy and presentation skills are required.
Decision making, Leadership, Sales, Recruitment, Sales strategies, Sales targets
Tax Estate Planner
Montréal, QCThe Toronto-Dominion Bank (Canada)
10+ YOECandidates need a professional legal designation (LLB, LLM or JD), a commitment to complete CICA In Depth Tax levels 1 and 2 or a Masters of Tax, and at least 10 years of wealth planning experience. A CFP or F.Pl. designation is an asset.
Financial planning, Leadership, Communication skills, Time management, Organizational skills, French
Business Succession Advisor
Vancouver, BCThe Toronto-Dominion Bank (Canada)
10+ YOECandidates need an undergraduate degree, an advanced designation such as CPA, LLB, LLM or JD, and completion of the In-Depth Tax Program or a Master of Taxation. They also need at least 10 years of relevant experience advising high-net-worth clients and business owners on succession and tax matters.
Presentation skills, Sales, Documentation, Coaching, CPA, Taxation
High Net Worth Planner
Vancouver, BCThe Toronto-Dominion Bank (Canada)
10+ YOECandidates need an undergraduate degree and an advanced professional designation such as a CPA or LL.B. They also need at least 10 years of personal tax experience and strong relationship, communication and computer skills.
Word, PowerPoint, Excel
Private Banking Client Service Associate
Toronto, ONThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need three years of relevant experience, including experience in private banking or with affluent clients, plus knowledge of retail banking products and credit principles. Completion of CIRE or IFIC is required, or must be completed within one year.
Administrative support, Onboarding, Confidentiality, Process improvement
FP Client Service Associate
Toronto, ON +1The Toronto-Dominion Bank (Canada)
2+ YOECandidates need a university or college diploma and/or two years of industry experience, along with advanced knowledge of business, operations and regulation. Strong communication skills and the ability to build relationships and work both alone and in a team are essential.
Sales, CSC, Business knowledge, Communication skills
Developing Investment Advisor
Québec, QCThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need a finance, business or economics degree, a CIRO Registered Representative licence, and 3+ years of client-facing sales or relationship experience, ideally in mutual funds or brokerage. A Life Insurance License (LLQP) must be obtained within 6 months of hire.
Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM
Developing Investment Advisor - Markham
Markham, ONThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need an undergraduate degree in finance, business or economics, a current CIRO Registered Representative licence, and at least 3 years in a client-facing sales or relationship role, ideally in mutual funds or brokerage. A life insurance licence (LLQP) must be obtained within 6 months of hire.
Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM
Developing Investment Advisor - Edmonton & Calgary
Calgary, AB +1The Toronto-Dominion Bank (Canada)
3+ YOECandidates need an undergraduate degree in finance, business or economics, and a current CIRO Registered Representative licence. They also need 3+ years in client-facing sales or relationship roles, ideally in mutual funds or brokerage, plus an LLQP licence within 6 months of hire.
Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM