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Retail Investment Specialist

Full Time
3 days ago
Company Overview

Tell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive. Carve out a career for yourself. Grow with us. Here's our story:

Department Overview
Do you believe the best investment advice comes from someone you trust? We do too. At TD, our legendary customer experience and reputation as a global banking leader comes from the trust and loyalty we earn from our customers. As a trusted Investment Specialist, we'll ensure you always have the opportunity to reach your potential and uphold this trust.

Job Description
As an experienced advisor, you thrive providing investors with professional guidance and advice. As a proven business developer your primary goal will be to consolidate assets held outside of TD through key prospecting activities such as lead generation, phone outreach, centre of influence and community development, customer referrals, and TD partner engagement. As an influencer in your community, building relationships comes naturally for you. You are a dynamic and dedicated professional who will find the right solutions for your clients every time. When it comes to creating highly personalized client investment strategies, on a day to day basis you'll provide investment recommendations, open new investing accounts, and initiate transfers of assets from other financial institutions. As a natural relationship builder you will identify referral opportunities to other TD lines of business, such as branch and wealth partners. Above all else, your responsibility as an Investment Specialist is to deliver an extraordinary client experience - by fostering a relationship of advice, trust and confidence with your clients.

Mutual funds license (IFIC, CSC or equivalent) required. Once you are in role, TD will support your successful completion of PFP. PFP to be completed within 24 months.



At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Banking, Finance and Insurance