Developing Investment Advisor - Vancouver, Richmond & Coquitlam

TD Ameritrade

Vancouver, British Columbia, Canada
Base: $50,000 - $100,000 cad; variable: commission...
Client base building for hnw clients
Prospecting and business development
Portfolio construction and rebalancing
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 involves developing wealth management strategies, making portfolio recommendations, and actively prospecting to grow a client base.
  • TD provides enhanced coaching, training on systems and products, and dedicated practice management support to accelerate career growth.

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, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Client base building for HNW clients
  • Prospecting and business development
  • Portfolio construction and rebalancing
  • Compliance and risk management
  • Sales strategy implementation

Nice-to-have

  • Entrepreneurial mindset and passion
  • Thought leadership in investment trends
  • Deep knowledge of market landscape
  • Strong interpersonal communication skills
  • Ability to establish client relationships

Key Requirements

  • Undergraduate degree in finance or related field
  • CIRO Registered Representative license required
  • 3+ years client-facing sales experience
  • Life Insurance License (LLQP) within 6 months
  • CIM, CFP, or CFA designations considered assets

Work Rights

Not specified

Tailored Resume

Cover Letter