Developing Investment Advisor - Fredericton & Saint John

The Dominion

Fredericton, New Brunswick, Canada
Base: $50,000 - $100,000 cad; bonus/equity: commis...
Client portfolio management
Prospecting and business development
Investment strategy formulation
TD Wealth Private Investment Advice offers high-net-worth clients personalized wealth advice and portfolio management while encouraging active client participation

Job Summary

  • TD Wealth Private Investment Advice offers high-net-worth clients personalized wealth advice and portfolio management while encouraging active client participation.
  • The Developing Investment Advisor Program provides enhanced coaching, training, and practice management support to accelerate career growth and client portfolio development.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, benefits, career development, and a supportive, inclusive workplace culture.

Matching Summary

TD Wealth Private Investment Advice offers high-net-worth clients personalized wealth advice and portfolio management while encouraging active client participation.

Salary

Base: $50,000 - $100,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Client portfolio management
  • Prospecting and business development
  • Investment strategy formulation
  • Compliance and risk management
  • Client relationship management

Nice-to-have

  • Entrepreneurial mindset
  • Strong communication skills
  • Continuous learning and market awareness
  • Team collaboration approach
  • Ethical client service commitment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter