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Td Investment Representative Jobs (NOW HIRING)

Jobtailor

Deliver exceptional service to high-net-worth clients through TD Wealth's integrated, team-based ... Willingness to become licensed as an Investment Representative (IR) with the Canadian Investment ...

Td

Senior Wealth Lending Advisor - Melville, NY

New York, NY · On-site

$124K - $186K/yr

... to Registered Investment Advisor firms [RIAs], independent advisors and end consumers within ... Represents TD Wealth to the general-public in a professional manner * Be involved in the community ...

New

Td

Financial Advisor - Montgomeryville, PA

Bethlehem, PA · On-site

$72K - $108K/yr

Experience selling investments and providing financial plans * Demonstrates a commitment to being ... Represents TD Wealth to the general public in a professional manner * Is involved in the community ...

TD

Financial Advisor - Langhorne, PA

Langhorne, PA · On-site

$72K - $108K/yr

Experience selling investments and providing financial plans * Demonstrates a commitment to being ... Represents TD Wealth to the general public in a professional manner * Is involved in the community ...

TD

Financial Advisor - Clearwater, FL

Clearwater, FL · On-site

$72K - $108K/yr

Experience selling investments and providing financial plans * Demonstrates a commitment to being ... Represents TD Wealth to the general public in a professional manner * Is involved in the community ...

Td

Financial Advisor - Newtown, PA

Newtown, PA · On-site

$72K - $108K/yr

Experience selling investments and providing financial plans * Demonstrates a commitment to being ... Represents TD Wealth to the general public in a professional manner * Is involved in the community ...

Td

Financial Advisor - Boca Raton, FL

Boca Raton, FL · On-site

$72K - $108K/yr

Experience selling investments and providing financial plans * Demonstrates a commitment to being ... Represents TD Wealth to the general public in a professional manner * Is involved in the community ...

Td

Financial Advisor - Miami Beach, FL

Miami Beach, FL · On-site

$72K - $108K/yr

Experience selling investments and providing financial plans * Demonstrates a commitment to being ... Represents TD Wealth to the general public in a professional manner * Is involved in the community ...

TD

Financial Advisor - Bristol, Connecticut

Bristol, VA · On-site

$72K - $108K/yr

Experience selling investments and providing financial plans * Demonstrates a commitment to being ... Represents TD Wealth to the general public in a professional manner * Is involved in the community ...

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Td Investment Representative information

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How much do td investment representative jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for td investment representative in the United States is $17.91, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $19.23 per hour, depending on experience, location, and employer.

What is the difference between Td Investment Representative vs Td Financial Advisor?

AspectTd Investment RepresentativeTd Financial Advisor
CertificationsSeries 7, Series 63/66, possibly CFPSeries 7, Series 63/66, CFP often preferred
Work EnvironmentBank branches, call centers, client meetingsBank branches, client offices, virtual meetings
Employer & Industry UsageFinancial services, banking sectorFinancial planning, wealth management within banking
Primary FocusSelling investment products, client serviceComprehensive financial planning, wealth management

The Td Investment Representative primarily focuses on selling investment products and providing client service within banking environments. In contrast, the Td Financial Advisor offers broader financial planning and wealth management services. While both roles require similar certifications, the Financial Advisor typically provides more comprehensive financial advice, whereas the Investment Representative emphasizes product sales and client support.

What cities are hiring for Td Investment Representative jobs?

Cities with the most Td Investment Representative job openings:

What are popular job titles related to Td Investment Representative jobs?

For Td Investment Representative jobs, the most frequently searched job titles are:

Manager, Client Services II - Investment Management

On-site

Jobtailor
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Other

Posted 9 days ago

Job description

  • Supervise and manage day-to-day operations of the branch
  • Coach and develop employees to identify client product and service needs and deliver business sales, advice strategies, and individual goals
  • Lead recruitment and selection for support staff hires
  • Assist with training new branch support staff and coordinate ongoing training initiatives
  • Promote a fair and inclusive environment supporting a diverse workforce
  • Contribute to team performance objectives; track, monitor, address, and reward performance
  • Participate in national, regional, and MCS conference calls
  • Contribute to operational improvements and implement new policies and procedures
  • Monitor client feedback and coach the team to prevent issues and improve client experience
  • Provide leadership for national and branch projects and initiatives
  • Lead change management initiatives with Branch Management
  • Assist the support team with day-to-day problem resolution and escalations
  • Ensure employees understand and comply with Bank and industry Codes of Conduct to minimize operational and regulatory risk
  • Deliver exceptional service to high-net-worth clients through TD Wealth's integrated, team-based wealth services
Requirements
  • 5+ years of related people manager experience
  • Deep knowledge of Wealth Management, industry, and markets
  • Excellent people management, coaching, and stakeholder management experience
  • Strong process management knowledge and understanding of supported business and operational function areas
  • Excellent decision-making skills
  • Ability to effectively handle critical and/or high-risk issues
  • Post-secondary/university degree
  • Willingness to become licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO) within 6 months
Core Competencies

Demonstrates strong leadership in managing branch operations, coaching employees, and driving performance while ensuring compliance with industry regulations. Possesses deep knowledge of Wealth Management and excels in stakeholder management and decision-making.

Highest-signal resume keywords
  • Wealth Management Expertise
  • People Management Experience
  • Coaching and Development Skills
  • Process Management Knowledge
  • Investment Representative Licensing
ATS Optimization Keywords Soft Skills
  • Excellent Decision-Making Skills
  • Stakeholder Management
  • Coaching Skills
Certifications & Qualifications
  • Investment Representative License (IR)
Industry Keywords
  • Operational Improvements
  • Client Experience
  • Diversity and Inclusion
  • Change Management
  • Regulatory Compliance
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