Developing Investment Advisor
18 hours ago
Developing 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 that results 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. This role is part of our Developing Investment Advisor Program, a highly specialized learning path that equips participants with technical, financial, and interpersonal expertise to build a successful client portfolio serving high‑net‑worth clients. Accountabilities Build a client base of HNW & UHNW clients, families, and business owners Develop comprehensive wealth management and investment strategies for clients based on their needs Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing Implement 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 and referrals, to increase profitability and enable business growth Take a OneTD approach with clients 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 by identifying and managing risks effectively Qualifications Undergraduate Degree in finance, business, economics, or a related discipline Registered Representative licensed with CIRO Professional designations such as CFP, CIM, and/or CFA are considered assets 3+ years of experience 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 to 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) obtained within 6 months of hire Additional Information The position is available in the Abbotsford, Mission, and Chilliwack markets. Training & Onboarding We will provide training and onboarding sessions in‑branch to ensure you have everything you need to succeed in this new role. Interview Process Candidates of interest will be contacted for an interview. All outcome communications will be provided via email or phone call. Accommodation Please let us know if you require accommodations—including accessible meeting rooms, captioning for virtual interviews, etc.—to remove barriers and enable full participation in the interview process. Language Requirement (Quebec Only) Sans Objet #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
18 hours ago
Abbotsford, Canada TD Full timeDeveloping 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...
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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
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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
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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...
