Developing Investment Advisor - Vancouver, Richmond & Burnaby

TD Bank Group; Vancouver; In loco; CAD 50.000 - 100.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health and well-being benefits

Retirement plans

Paid time off

Career development opportunities

Access to TD banking benefits and discounts

Descrizione del lavoro

The Toronto-Dominion Bank (Canada) is seeking a skilled professional for its TD Wealth Private Investment Advice program. This role focuses on building and managing a client portfolio of high-net-worth individuals, providing customized wealth advice and strategies. Successful candidates will have proven experience in client-facing sales and a strong understanding of the investment landscape.

Position includes competitive salary, commission-based earnings, and comprehensive benefits. Ideal candidates will have a background in finance and strong communication skills, with a focus on ethical client service.

Competenze

• 3+ years of client-facing sales experience, ideally in mutual fund or brokerage.
• Deep knowledge of investment landscape and portfolio management.
• Comfort with compliance and commitment to ethical client service.

Mansioni

• Build a client base of high-net-worth clients.
• Develop wealth management and investment strategies.
• Make recommendations on portfolio and security selection.
• Action a business plan to build client base through prospecting.
• Establish beneficial relationships between clients and TD partners.

Conoscenze

Client relationship management

Sales strategy development

Investment knowledge

Communication skills

Interpersonal skills

Formazione

Undergraduate degree in finance or related discipline

CIRO Registered Representative license

Professional designations (CFP, CIM, CFA)

Descrizione del lavoro

Job Summary

TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning, delivering customized wealth advice and solutions. The role involves supporting the development of a successful client portfolio within the TD Wealth Private Investment Advice (TDW PIA) program.

Accountabilities

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop comprehensive wealth management and investment strategies based on clients’ needs.
• Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing.
• Action 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.

Qualifications

• 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 client‑facing, sales or relationship‑focused experience, 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 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.

Benefits

TD offers a competitive package that includes a base salary within the $50,000 – $100,000 CAD range, variable commission‑based earnings, health and well‑being benefits, retirement plans, paid time off, career development opportunities, and access to TD banking benefits and discounts.

Additional Information

Work Location: Vancouver, British Columbia. Preferred candidates are based in Downtown Vancouver, Richmond, and Coquitlam areas. Hours: 37.5 per week. The role is eligible for commission‑based earnings and offers growth opportunities with coaching and training.