Emerging Investment Advisor — Build HNW Clients (Halifax)

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

Job summary

A leading financial institution in Nova Scotia is seeking Developing Investment Advisors to build client relationships and provide tailored wealth management strategies. This role requires a strong entrepreneurial spirit, excellent communication skills, and a relevant undergraduate degree. Candidates should have experience in a client-facing role and a keen interest in the investment landscape. The company offers competitive compensation and a structured training program for career development.

Benefits

Commission-based earnings

Health and well-being benefits

Savings and retirement programs

Qualifications

• Licensed as a Registered Representative with CIRO.
• Professional designations such as CFP, CIM and/or CFA are considered assets.
• 3+ years of client-facing experience, ideally in mutual funds or brokerage.
• Comfort with compliance requirements.

Responsibilities

• Build a client base of HNW & UHNW clients.
• Develop wealth management strategies for clients.
• Make investment recommendations to clients.
• Implement sales strategies to attract new customers.
• Foster relationships with TD Partners for comprehensive advice.

Skills

Excellent communication

Interpersonal skills

Entrepreneurial experience

Knowledge of investment landscape

Curiosity about trends

Education

Undergraduate Degree in finance, business, or economics

Job description

A leading financial institution in Nova Scotia is seeking Developing Investment Advisors to build client relationships and provide tailored wealth management strategies. This role requires a strong entrepreneurial spirit, excellent communication skills, and a relevant undergraduate degree. Candidates should have experience in a client-facing role and a keen interest in the investment landscape. The company offers competitive compensation and a structured training program for career development.