Developing Investment Advisor - C$50,000 - C$100,000 A Year
TdSurrey, CanadaFull-time
Develops investment strategies and builds client portfolios for high-net-worth individuals.Requires licensing and sales experience. Show more
Developing Investment Advisor - Vancouver, Richmond & CoquitlamTD • Vancouver, Metro Vancouver Regional District, Canada
Developing Investment Advisor - Vancouver, Richmond & Coquitlam
TD • Vancouver, Metro Vancouver Regional District, Canada
30+ days ago
Salary
CA$50,000.00 yearly
Job type
- Full-time
Job description
Work Location
Vancouver, British Columbia, Canada
Hours
37.5
Line Of Business
TD Wealth
Pay Details
$50,000 - $100,000 CAD
This role is eligible for commission based earnings.
Job Summary
TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada’s premier full‑service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA offers high‑net‑worth clients the opportunity to establish a one‑on‑one relationship with a dedicated and professional Investment Advisor while maintaining active participation in decisions regarding their financial affairs. We are hiring Developing Investment Advisors into our Developing Investment Advisor Program, a highly specialized program that provides participants with coaching, training, in‑branch system training, product and service orientation, strategic business development, and dedicated practice management support to accelerate your path to building a successful client portfolio serving our high‑net‑worth clients.
Accountabilities
- 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
- Protect the interests of the organization – identify and manage risks effectively
Profile
- 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
Additional Information
- Please note, as part of our growth strategy, we are looking for candidates in Downtown Vancouver, Richmond, and Coquitlam areas
Benefits
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation, and several key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
Language Requirement (Quebec Only)
Sans Objet
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Developing Investment Advisor - Vancouver, Richmond & Coquitlam • Vancouver, Metro Vancouver Regional District, Canada
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