Developing Investment Advisor - Vancouver, Richmond & Burnaby

TD Bank

Vancouver, British Columbia, Canada
Base: $50,000 - $100,000 cad; variable: commission...
Client base building for high net worth clients
Prospecting and business development strategies
Portfolio construction and security selection
This role offers a specialized program to build comprehensive knowledge in technical, financial, and interpersonal areas for serving high-net-worth clients

Job Summary

  • This role offers a specialized program to build comprehensive knowledge in technical, financial, and interpersonal areas for serving high-net-worth clients.
  • The position requires developing wealth management strategies and actively prospecting to build a client portfolio while maintaining active participation in client decisions.
  • TD provides enhanced coaching, training on systems and products, and dedicated practice management support to help advisors grow their business.

Matching Summary

This role offers a specialized program to build comprehensive knowledge in technical, financial, and interpersonal areas for serving high-net-worth clients.

Salary

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

Skills & Requirements

Must-have

  • Client base building for high net worth clients
  • Prospecting and business development strategies
  • Portfolio construction and security selection

Nice-to-have

  • Entrepreneurial mindset and passion for investments
  • Deep knowledge of investment landscape trends
  • Thought leadership in financial markets

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

Work Rights

Not specified

Tailored Resume

Cover Letter