Developing Investment Advisor
19 hours ago
Developing Investment Advisor (Abbotsford/Mission/Chilliwack) TD Wealth Private Wealth Management (PWM) seeks a high‑net‑worth client‑facing professional to join our Developing Investment Advisor Program. You will build a portfolio of HNW & UHNW clients, design comprehensive wealth and investment strategies, and grow your practice within the TD ecosystem. Location Abbotsford, British Columbia, Canada Accountabilities Build a client base of HNW & UHNW clients, families, and business owners Develop comprehensive wealth management and investment strategies for your clients based on their needs Make recommendations to the client regarding their portfolio’s construction, security selection, monitoring, and rebalancing Action 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 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 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 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 working directly 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 the latest trends and be a thought leader in your 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 We are an equal opportunity employer. Applicants will be considered for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected class. #J-18808-Ljbffr
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Investment Advisor
4 weeks ago
Abbotsford, Canada RBC Dominion Securities Full timeOverviewInvestment Advisor role at RBC Dominion Securities. Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Here, you’ll find what you need for your career and life to make it yours! Responsibilities You have excellent people and...
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Investment Advisor
4 weeks ago
Abbotsford, Canada RBC Dominion Securities Full timeOverviewInvestment Advisor role at RBC Dominion Securities. Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Here, you’ll find what you need for your career and life to make it yours! Responsibilities You have excellent people and...
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Developing Investment Advisor
19 hours ago
Abbotsford, Canada TD Securities Full timeDeveloping Investment Advisor (Abbotsford/Mission/Chilliwack) Work Location: Abbotsford, British Columbia, Canada Hours: 37.5 hours/week Line Of Business: TD Wealth Pay Details: $50,000 - $100,000 CAD (base salary, commission based earnings) TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning...
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Investment Advisor
3 weeks ago
Abbotsford, Canada Royal Bank of Canada Full timeJob Description Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
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Investment Advisor
2 weeks ago
Abbotsford, Canada Royal Bank of Canada Full timeJob Description Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
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Investment Advisor
3 days ago
Abbotsford, British Columbia, Canada RBC Full timeJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your...
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Rising Investment Advisor
19 hours ago
Abbotsford, Canada TD Securities Full timeA leading financial services firm is seeking a Developing Investment Advisor in Abbotsford to build and manage a client base of high-net-worth individuals. Responsibilities include crafting tailored wealth management strategies and expanding client relationships. Candidates should possess a relevant undergraduate degree, experience in client-facing roles,...
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Investment Specialist
1 week ago
Abbotsford, Canada Prospera Credit Union Full time**TEAM LOCAL is hiring** Prospera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services. As one of the largest credit unions in British Columbia, we help build vibrant, healthy communities, thriving local enterprises and financially empowered people. Prospera is proud to serve...
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Financial Advisor
2 weeks ago
Abbotsford, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...
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Financial Advisor
2 weeks ago
Abbotsford, British Columbia, Canada First West Careers Full time $60,000 - $120,000 per yearWe are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an...
