Strategic Finance Lead modeling GTM and product growth for Plooto’s SMB payments fintech. Building live forecasting infrastructure and advising executive, board, and investor decisions.
About the role
- Developing Investment Advisor building high-net-worth client portfolios for TD Wealth. Developing investment strategies, prospecting clients, and growing a wealth-management practice.
Responsibilities
- Build a client base of HNW and UHNW clients, families, and business owners
- Develop comprehensive wealth management and investment strategies based on client needs
- Recommend portfolio construction, security selection, monitoring, and rebalancing
- Execute a business plan focused on building client base and market share through prospecting, marketing, and pipeline development
- Develop and implement sales strategies to attract, acquire, and retain customers, sales opportunities, and referrals
- Establish relationships between clients and TD Partners to provide goal-based wealth advice across product and service solutions
- Identify and manage organizational risks effectively
- Participate in enhanced coaching, training, in-branch systems and product orientation, strategic business development, and practice management support
Requirements
- 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
- Excellent communication and interpersonal skills
- Proven entrepreneurial experience and ability to prospect and manage client relationships
- Comfort with compliance requirements and commitment to ethical client service
- Life Insurance License (LLQP) must be obtained within 6 months of hire
Benefits
- Commission based earnings eligibility
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations
- Training programs
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accessibility accommodations during the interview process
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