Developing Investment Advisor - Vancouver, Richmond & Burnaby

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

Job summary

TD Wealth, Private Wealth Management (PWM) provides holistic discovery and planning for high-net-worth clients, delivering customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) offers a one-on-one relationship with a dedicated Investment Advisor while maintaining client involvement in portfolios.

We are hiring Developing Investment Advisors into our Developing Investment Advisor Program to accelerate a path to building a client portfolio.

Qualifications

• 3+ years of client-facing, sales, or relationship-focused experience.
• Deep knowledge of the investment landscape, markets, and portfolio management.
• 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 based on client needs.
• Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing.
• Execute a business plan focused on building 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 attract, acquire, and retain customers and referrals to increase profitability and enable business growth.
• Take a OneTD approach by establishing beneficial relationships between 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.

Skills

Communication

Interpersonal skills

Entrepreneurial mindset

Prospecting

Education

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

CIRO Registered Representative

CFP/CIM/CFA designations considered assets

Job description

Work Location: Vancouver, British Columbia, Canada

Hours: 37.5

Line Of Business: TD Wealth

Pay Details: $50,000 – $100,000 CAD ($50,000 - $100,000 CAD) commission-based earnings.

TD is committed to fair and equitable compensation opportunities to all colleagues, with growth and skill development opportunities built into the experience.

Job Description

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 Investment Advisor while maintaining active participation in decisions regarding their financial affairs.

We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This highly specialized program gives participants the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate their path to building a successful client portfolio serving our high‑net‑worth clients. The program includes coaching, training, and on‑branch support to help you develop and grow your practice.

Accountabilities

• Build a client base of HNW & U‑HNW clients, families, and business owners
• Develop comprehensive wealth management and investment strategies based on client needs
• Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing
• Execute a business plan focused on building 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 by establishing beneficial relationships between 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

What Your Profile Looks Like

• 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 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 latest trends and be a thought leader in the 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

• We are looking for candidates in Downtown Vancouver, Richmond, and Coquitlam areas