Developing Investment Advisor
2 weeks 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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Developing Investment Advisor
3 weeks ago
Surrey, Canada TD Full timeDeveloping Investment Advisor – TDJoin to apply for the Developing Investment Advisor role at TD.Description Du PosteTD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.Lieu De TravailSurrey, Colombie-Britannique, CanadaHoraire37.5 hoursSecteur...
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Developing Investment Advisor
3 weeks ago
Surrey, Canada TD Full timeDeveloping Investment Advisor – TDJoin to apply for the Developing Investment Advisor role at TD.Description Du PosteTD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.Lieu De TravailSurrey, Colombie-Britannique, CanadaHoraire37.5 hoursSecteur...
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Developing Investment Advisor
2 weeks ago
Surrey, Canada TD Securities Full timeDeveloping 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...
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Developing Investment Advisor
3 weeks ago
Surrey, Canada The Toronto-Dominion Bank (Canada) Full timeDescription 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. TDW...
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Developing Investment Advisor
1 week ago
Surrey, Canada The Toronto-Dominion Bank (Canada) Full timeDescription :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. TDW...
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Investment Advisor
4 weeks ago
Surrey, Canada RBC Dominion Securities Full timeJoin to apply for the Investment Advisor role at RBC Dominion Securities2 days ago Be among the first 25 applicantsJoin to apply for the Investment Advisor role at RBC Dominion SecuritiesGrow 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....
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Investment Advisor
3 days 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
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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Surrey, Canada TD Full timeA leading financial services company in Surrey is seeking a Developing Investment Advisor. In this role, you will build a client base of high-net-worth clients and develop personalized wealth management strategies. The ideal candidate has a background in finance or related fields, along with strong interpersonal skills and a proven sales record. This...
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Surrey, Canada TD Full timeA leading financial services company in Surrey is seeking a Developing Investment Advisor. In this role, you will build a client base of high-net-worth clients and develop personalized wealth management strategies. The ideal candidate has a background in finance or related fields, along with strong interpersonal skills and a proven sales record. This...
