Developing Investment Advisor
2 weeks ago
Developing Investment Advisor – Vancouver, Richmond & Coquitlam TD Securities Work Location Vancouver, British Columbia, Canada Hours 37.5 hours per week Line of Business TD Wealth Pay Details $50,000 – $100,000 CAD per year. Base pay may vary depending on experience, location, and business needs. The role is eligible for commission‑based earnings. Job Description 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. TDW PIA offers high‑net‑worth clients the opportunity to establish a one‑on‑one relationship with a dedicated and professional Investment Advisor while maintaining active participation in decisions regarding their financial affairs. A highly specialized Developing Investment Advisor Program is designed to accelerate your path to building a successful client portfolio by providing enhanced coaching, training, and in‑branch support on systems, products, services, strategic business development, and dedicated practice management. 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. Action 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 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 – identify and manage risks effectively. Qualifications Undergraduate degree in finance, business, economics, or a 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‑face, 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 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) must be obtained within 6 months of hire. Additional Information Candidates will be located in Downtown Vancouver, Richmond, and Coquitlam areas. Benefits TD’s Total Rewards package includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and recognition programs. Language Requirement (Quebec Only) Sans Objet #J-18808-Ljbffr
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Investment Analyst
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Vancouver, Canada InBC Investment Corp Full time**Investment Analyst** **About InBC** InBC Investment Corp. (InBC) is a strategic investment fund created by the Government of British Columbia with $500 million to invest in growing companies and venture funds to benefit the people of British Columbia. With a triple bottom line mandate to value people, planet and profit, we are investing to generate...
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Developing Investment Advisor
1 week ago
Vancouver, Canada TD Securities Full timeDeveloping Investment Advisor – Vancouver, Richmond & Coquitlam TD Securities Work Location Vancouver, British Columbia, Canada Hours 37.5 hours per week Line of Business TD Wealth Pay Details $50,000 – $100,000 CAD per year. Base pay may vary depending on experience, location, and business needs. The role is eligible for commission‑based earnings. Job...
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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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Investment Advisor
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Vancouver, 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...
