Developing Investment Advisor - Regina & Saskatoon

TD Bank

Saskatoon, Saskatchewan, Canada
Base: $50,000 - $100,000 cad; bonus/equity: commis...
Client relationship management
Investment strategy development
Portfolio construction and monitoring
This program offers enhanced coaching and training, including in-branch sessions on systems, product orientation, strategic business development, and practice management support

Job Summary

  • This program offers enhanced coaching and training, including in-branch sessions on systems, product orientation, strategic business development, and practice management support.
  • The role involves building a client base of high-net-worth individuals and families, developing customized wealth management strategies, and making investment recommendations.
  • TD is committed to providing fair and equitable compensation opportunities, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

This program offers enhanced coaching and training, including in-branch sessions on systems, product orientation, strategic business development, and practice management support.

Salary

Base: $50,000 - $100,000 CAD; Bonus/Equity: Commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment strategy development
  • Portfolio construction and monitoring
  • Business development and prospecting
  • Sales strategy implementation

Nice-to-have

  • Entrepreneurial mindset
  • Passion for investments
  • Thought leadership
  • Holistic wealth advice
  • OneTD approach

Key Requirements

  • Undergraduate Degree in finance, business, economics
  • Registered Representative with CIRO
  • 3+ years client-facing sales experience
  • Life Insurance License (LLQP) within 6 months

Work Rights

Not specified

Tailored Resume

Cover Letter