Developing Investment Advisor
4 weeks ago
DescriptionTD 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 and professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs. Are you entrepreneurial, passionate about investments, growing your business, and empowering clients to thrive? This could be your next big move We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This is a highly specialized program where participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net-worth clients. The program includes enhanced coaching and training and offers in-branch training on systems, product and service orientation, strategic business development, and dedicated practice management support to help you develop and grow your practice.LocationHalifax, Nouvelle-Écosse, CanadaHours37.5IndustryGestion de patrimoine TDCompensation$50,000 - $100,000 CADCe poste est admissible à des revenus de commission.AccountabilitiesBuild a client base of HNW & UHNW clients, families, and business ownersDevelop comprehensive wealth management and investment strategies for your clients based on their needsMake recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancingAction a business plan focused on building your client base and market share through prospecting, marketing and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sourcesDevelop and implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growthTake a OneTD approach with your clients by establishing beneficial relationships between your clients and TD Partners to provide goal-based wealth advice across a full range of product and service solutionsProtect the interests of the organization – identify and manage risks effectivelyWhat Your Profile Looks LikeUndergraduate Degree in finance, business, economics or related disciplineCurrently licensed as a Registered Representative with CIROProfessional designations such as CFP, CIM and/or CFA are considered assets3+ years of experience working directly in a client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environmentDeep knowledge of the investment landscape, markets, and portfolio managementCuriosity and desire to stay on top of the latest trends and be a thought leader in your fieldExcellent communication and interpersonal skillsProven entrepreneurial experience and ability to prospect and manage client relationshipsComfort with compliance requirements and commitment to ethical client serviceLife Insurance License (LLQP) must be obtained within 6 months of hireWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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Developing Investment Advisor
2 weeks ago
Halifax, Canada TD Securities Full timeDeveloping Investment Advisor – Halifax TD Securities – TD Wealth, Private Wealth Management (PWM) Location: Halifax, Nova Scotia, Canada Hours: 37.5 hours per week Line of Business: TD Wealth Pay: $50,000 – $100,000 CAD (base) plus commission Eligibility for commission based earnings. Job Description TD Wealth, Private Wealth Management (PWM) provides...
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Developing Investment Advisor
2 weeks ago
Halifax, Canada TD Securities Full timeDeveloping Investment Advisor – Halifax TD Securities – TD Wealth, Private Wealth Management (PWM) Location: Halifax, Nova Scotia, Canada Hours: 37.5 hours per week Line of Business: TD Wealth Pay: $50,000 – $100,000 CAD (base) plus commission Eligibility for commission based earnings. Job Description TD Wealth, Private Wealth Management (PWM) provides...
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Developing Investment Advisor
2 weeks ago
Halifax, Canada TD Full timeDescriptionTD 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...
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Investment Advisor
2 weeks ago
Halifax, Canada CI Financial Corp. Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.Job SummaryWe...
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Investment Advisor
2 weeks ago
Halifax, Canada CI Financial Full timeAt CI, we see a great place to work as a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.Our commitment to the...
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Investment Advisor
2 weeks ago
Halifax, Canada CI Financial Full timeAt CI, we see a great place to work as a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.Our commitment to the...
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Investment Advisor
4 weeks ago
Markham, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada PFSL Investments Canada Ltd Full time4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from PFSL Investments Canada LtdWe can change the world, but one person at a time!About the jobPrimerica a leading company in the Financial Services industry in North America is seeking ambitious individuals from all...
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Halifax, Canada TD Full timeA financial services firm in Halifax is seeking Developing Investment Advisors to provide tailored wealth management solutions for high-net-worth clients. This role involves building a strong client base, developing comprehensive investment strategies, and collaborating closely with TD Partners. The ideal candidate has a degree in finance or business, strong...
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Halifax, Canada TD Full timeA financial services firm in Halifax is seeking Developing Investment Advisors to provide tailored wealth management solutions for high-net-worth clients. This role involves building a strong client base, developing comprehensive investment strategies, and collaborating closely with TD Partners. The ideal candidate has a degree in finance or business, strong...
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Associate Investment Funds Advisor
2 weeks ago
Halifax, Canada Services de bien-être et moral des Forces canadiennes - SBMFC Full timeCFMWS - WHERE PURPOSE MEETS PASSION!At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace; we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives. We carefully curate and provide programs and services designed to meet their unique needs and enhance...
