Developing Investment Advisor - Regina & Saskatoon

TD Bank Group

Saskatoon, Saskatchewan, Canada
Base: $50,000 - $100,000 cad; variable: commission...
Client base building for hnw and uhnw clients
Prospecting and marketing to acquire customers
Developing wealth management investment strategies
This role offers a specialized program with enhanced coaching to build comprehensive knowledge in technical, financial, and interpersonal areas

Job Summary

  • This role offers a specialized program with enhanced coaching to build comprehensive knowledge in technical, financial, and interpersonal areas.
  • The position involves developing comprehensive wealth management strategies and making recommendations on portfolio construction for high-net-worth clients.
  • TD provides a competitive total rewards package including base salary, variable compensation, health benefits, and career development opportunities.

Matching Summary

This role offers a specialized program with enhanced coaching to build comprehensive knowledge in technical, financial, and interpersonal areas.

Salary

Base: $50,000 - $100,000 CAD; Variable: Commission based earnings; Benefits: Health, savings, retirement programs included

Skills & Requirements

Must-have

  • Client base building for HNW and UHNW clients
  • Prospecting and marketing to acquire customers
  • Developing wealth management investment strategies

Nice-to-have

  • Entrepreneurial mindset and passion for investments
  • Deep knowledge of market trends and portfolio management
  • Strong interpersonal communication skills

Key Requirements

  • Undergraduate degree in finance, business, or economics
  • Currently licensed as Registered Representative with CIRO
  • 3+ years of client-facing sales or relationship experience
  • Obtain Life Insurance License (LLQP) within 6 months of hire

Work Rights

Not specified

Tailored Resume

Cover Letter