Developing Investment Advisor
3 weeks ago
TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.Lieu De Travail: Victoria, Colombie-Britannique, CanadaHoraire: 37.5Secteur D’activité: Gestion de patrimoine TDDétails De La Rémunération: $50,000 - $100,000 CAD. Ce poste est admissible à des revenus de commission.La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD.Description Du Poste: 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.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.Accountabilities: Build 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 Like: Undergraduate 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 hireÀ propos de nous: La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales.Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues. #J-18808-Ljbffr
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Developing Investment Advisor
2 weeks ago
Victoria, Canada TD Securities Full timeDeveloping Investment Advisor (Vancouver Island) Company: TD Securities Work Location: Victoria, British Columbia, Canada Hours: 37.5 hours per week Line Of Business: TD Wealth Pay Details: $50,000 - $100,000 CAD (base salary, may vary by skills and experience). Commission-based earnings available. Job Description TD Wealth, Private Wealth Management (PWM)...
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Developing Investment Advisor
2 weeks ago
Victoria, Canada TD Securities Full timeDeveloping Investment Advisor (Vancouver Island) Company: TD Securities Work Location: Victoria, British Columbia, Canada Hours: 37.5 hours per week Line Of Business: TD Wealth Pay Details: $50,000 - $100,000 CAD (base salary, may vary by skills and experience). Commission-based earnings available. Job Description TD Wealth, Private Wealth Management (PWM)...
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Developing Investment Advisor
3 weeks ago
Victoria, Canada TD Full timeTD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.Lieu De Travail: Victoria, Colombie-Britannique, CanadaHoraire: 37.5Secteur D’activité: Gestion de patrimoine TDDétails De La Rémunération: $50,000 - $100,000 CAD. Ce poste est admissible à...
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Developing Investment Advisor
1 week ago
Victoria, Canada TD Securities Full timeWork Location Victoria, British Columbia, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $50,000 - $100,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience...
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Developing Investment Advisor
1 week ago
Victoria, Canada TD Securities Full timeWork Location Victoria, British Columbia, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $50,000 - $100,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience...
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Senior Business Investments Advisor
2 weeks ago
Victoria, Canada BC Ferries Full timeJoin to apply for the Senior Business Investments Advisor role at BC Ferries The Opportunity Are you passionate about driving strategic growth through data‑driven insights and investment planning? We’re looking for a Senior Business Investments Advisor to join our dynamic Strategy & Planning team at BC Ferries. This high‑impact role will directly...
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Senior Business Investments Advisor
2 weeks ago
Victoria, Canada BC Ferries Full timeJoin to apply for the Senior Business Investments Advisor role at BC Ferries The Opportunity Are you passionate about driving strategic growth through data‑driven insights and investment planning? We’re looking for a Senior Business Investments Advisor to join our dynamic Strategy & Planning team at BC Ferries. This high‑impact role will directly...
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Senior Strategy
2 weeks ago
Victoria, Canada BC Ferries Full timeA marine transportation company is seeking a Senior Business Investments Advisor to drive strategic growth and conduct investment planning. This pivotal role demands expertise in business case development, KPI analysis, and strong collaboration with senior leaders. Candidates should have a Bachelor's in Business Administration and over 5 years of relevant...
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Senior Strategy
2 weeks ago
Victoria, Canada BC Ferries Full timeA marine transportation company is seeking a Senior Business Investments Advisor to drive strategic growth and conduct investment planning. This pivotal role demands expertise in business case development, KPI analysis, and strong collaboration with senior leaders. Candidates should have a Bachelor's in Business Administration and over 5 years of relevant...
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Developing Investment Advisor
3 weeks ago
Victoria, Canada TD Full timeLieu De TravailVictoria, Colombie-Britannique, CanadaHoraire37.5Secteur D’activitéGestion de patrimoine TDDétails De La Rémunération$50,000 - $100,000 CADCe poste est admissible à des revenus de commission.La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des...
