Developing Investment Advisor (Vancouver Island)

TD Bank Group; Victoria; On-site; CAD 50,000 - 100,000; Full time

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Paid time off

Job summary

The Toronto-Dominion Bank (Canada) is seeking an Investment Advisor in Victoria, BC to build and manage a successful portfolio for high-net-worth clients. This role involves developing tailored investment strategies and sales programs while identifying risks to protect both the clients' and the bank's interests.

The ideal candidate will have a degree in finance or a related field, relevant licensing, and at least 3 years of experience in a client-facing financial role. A solid understanding of the investment landscape and excellent interpersonal skills are essential for success.

Benefits include a competitive salary and variable compensation, alongside comprehensive rewards programs.

Qualifications

• 3+ years of experience in a client‑facing, sales or relationship‑focused role.
• Licensed as a Registered Representative with CIRO.
• Professional designations such as CFP, CIM, and/or CFA are considered assets.
• Deep knowledge of the investment landscape and markets.
• Curiosity and desire to stay updated with trends.

Responsibilities

• Build a client base of HNW & UHNW clients.
• Develop comprehensive wealth management and investment strategies.
• Recommend portfolio construction and security selection.
• Implement business plan for client base growth.
• Develop sales strategies to attract and retain customers.

Skills

Client relationship management

Wealth management strategies

Sales strategies development

Communication skills

Education

Undergraduate degree in finance, business, economics, or related discipline

Tools

Investment portfolio management tools

CRM systems

Job description

Work Information

Location: Victoria, British Columbia, Canada. Hours: 37.5 per week.

Pay Range: $50,000 – $100,000 CAD plus commission‑based earnings.

Line of Business: TD Wealth.

Role Overview

TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning. The Developing Investment Advisor Program trains individuals in technical, financial, and interpersonal skills to build a successful client portfolio.

Accountabilities

• Build a client base of HNW & 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.
• Action 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, retain customers and referrals.
• Take a OneTD approach by establishing beneficial relationships between clients and TD Partners.
• Protect the organization’s interests by identifying and managing risks effectively.

Qualifications

• Undergraduate degree in finance, business, economics, or related discipline.
• Licensed as a Registered Representative with CIRO.
• Professional designations such as CFP, CIM, and/or CFA are considered assets.
• 3+ years of experience 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 to be a thought leader.
• 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

TD’s total rewards package includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits, career development, and reward and recognition programs.