Developing Investment Advisor
4 days ago
Developing Investment Advisor – TD Securities Work Location: Surrey, British Columbia, Canada Hours: 37.5 per week Line Of Business: TD Wealth Pay Details: $50,000 - $100,000 CAD (base salary) plus commission based earnings Job Description: TD 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. We are hiring Developing Investment Advisors into our Developing Investment Advisor Program, a highly specialized program that builds comprehensive knowledge in technical, financial, and interpersonal areas to accelerate the path to building a successful client portfolio serving our 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 to clients regarding portfolio construction, security selection, monitoring, and rebalancing Act on 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 / sales opportunities and referrals to increase profitability and enable business growth Take a OneTD approach with clients by establishing beneficial relationships with 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 Profile Requirements 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 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 TD is deeply committed to being a leader in customer experience and to creating a fair and equitable workplace for all colleagues. Through regular leadership and development conversations, mentorship and training programs, we support your growth and success. #J-18808-Ljbffr
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Investment Advisor
4 weeks ago
Surrey, Canada RBC Dominion Securities 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
11 hours ago
Surrey, Canada Royal Bank of Canada> 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...
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Investment Advisor
2 weeks ago
Surrey, Canada Royal Bank of Canada> 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...
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Investment Advisor
4 weeks ago
Surrey, Canada RBC 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
1 week ago
Surrey, British Columbia, Canada Royal Bank of Canada 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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Investment Specialist
3 days ago
Surrey, Canada Prospera Credit Union Full timeBuilt on over 75 years as a BC credit union, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is British Columbia’s fourth-largest credit union, with $9 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve communities from Vancouver,...
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Financial Advisor
6 days ago
Surrey, Canada Associate Crown Consulting Ltd Full time**About us** We are professional, agile, and our goal is to spread financial education to people. We are a leading distributor of financial services to households and businesses in the United States and Canada and providing a ground-floor opportunity to both new-to-the-industry and seasoned Advisors.. Our work environment includes: - Modern office...
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Investment Client Associate
3 days ago
South Surrey, British Columbia, Canada RBC Dominion Securities Full timeWhat is the opportunity?The RBC Dominion Securities White Rock branch is currently seeking a licensed Associate to assist an established PIM (Private Investment Management) team. The successful candidate will possess a passion for service excellence, and thrive in a dynamic and fast-paced team environment.Compensation$45,000 to $100,000RRSP MatchingWhat will...
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Service Advisor
6 days ago
Surrey, British Columbia, Canada Go Auto Full timeJob DescriptionService Advisor – No Evenings, Great Pay, and Real Career GrowthIf you've got a passion for people, a love of vehicles, and a talent for making complex things sound simple, this might be the perfect fitDams Ford Lincoln is a busy dealership. That means steady traffic, strong support, and a ton of opportunity for Service Advisors who want to...
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Service Advisor
4 days ago
Surrey, British Columbia, Canada Go Auto Full timeJob DescriptionService Advisor – No Evenings, Great Pay, and Real Career GrowthIf you've got a passion for people, a love of vehicles, and a talent for making complex things sound simple, this might be the perfect fitDams Ford Lincoln is a busy dealership. That means steady traffic, strong support, and a ton of opportunity for Service Advisors who want to...
