Developing Investment Advisor – Grow a HNW Client Portfolio

TD; Vancouver; On-site; CAD 50,000 - 100,000; Full time

Benefits offered by this job

Commission-based earnings

Job summary

TD Wealth Private Investment Advice (TDW PIA) is hiring Developing Investment Advisors into a Developing Investment Advisor Program. The program offers enhanced coaching, training and in-branch training on systems, products and service orientation to accelerate your path to building a high-net-worth client portfolio.

We are looking for entrepreneurial individuals who are passionate about investments, growing their business, and empowering clients to thrive.

Qualifications

• Undergraduate degree in finance, business, economics or related discipline.
• Currently licensed as a Registered Representative with CIRO.
• CFP, CIM and/or CFA designations are assets.
• 3+ years of experience in a client-facing, sales or relationship-focused role.
• Deep knowledge of the investment landscape, markets, and portfolio management.
• Excellent communication and interpersonal skills.
• Proven entrepreneurial experience and ability to prospect and manage client relationships.
• Life Insurance License (LLQP) must be obtained within 6 months of hire.

Responsibilities

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop comprehensive wealth management and investment strategies for clients.
• Make recommendations to the client regarding portfolio construction, security selection, monitoring, and rebalancing.
• Execute a business plan focused on expanding client base and market share.
• Develop and implement sales strategies to attract, acquire and retain customers and referrals.
• Take a OneTD approach with clients by connecting them to TD Partners for holistic advice.
• Identify and manage risks to protect the organization.

Skills

Communication

Interpersonal skills

Entrepreneurial experience

Prospecting

Education

Undergraduate degree in finance/business/economics

CIRO Registered Representative license

Life Insurance LLQP license

CFP/CIM/CFA designations

Job description

TD Wealth Private Investment Advice (TDW PIA) is hiring Developing Investment Advisors into a Developing Investment Advisor Program. The program offers enhanced coaching, training and in-branch training on systems, products and service orientation to accelerate your path to building a high-net-worth client portfolio.

We are looking for entrepreneurial individuals who are passionate about investments, growing their business, and empowering clients to thrive.