Developing Investment Advisor - Regina & Saskatoon

TD Ameritrade

Saskatoon, Saskatchewan, Canada
Base: $50,000 - $100,000 cad; variable: commission...
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Client base building for hnw clients
Prospecting and business development
Portfolio construction and rebalancing
** TD Ameritrade is seeking Developing Investment Advisors for their Regina and Saskatoon locations. This position focuses on building relationships with high-net-worth clients, offering wealth management advice, and includes a specialized training program to enhance skills in client engagement and investment strategies. **

Job Summary

  • This role offers a specialized program to build comprehensive knowledge in technical, financial, and interpersonal areas while serving high-net-worth clients.
  • The position requires developing a client base through prospecting, marketing, and cultivating relationships with potential clients and external referral sources.
  • TD provides enhanced coaching, training, and dedicated practice management support to help colleagues accelerate their path to building a successful client portfolio.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking Developing Investment Advisors for their Regina and Saskatoon locations. This position focuses on building relationships with high-net-worth clients, offering wealth management advice, and includes a specialized training program to enhance skills in client engagement and investment strategies. **

Salary

Base: $50,000 - $100,000 CAD; Variable: Commission based earnings; Benefits: Health, retirement, paid time off, banking benefits

Skills & Requirements

Must-have

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

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 discipline
  • Currently licensed as Registered Representative with CIRO
  • 3+ years of client-facing sales experience
  • Life Insurance License (LLQP) within 6 months
  • Professional designations like CFP, CIM, or CFA considered assets

Work Rights

Not specified

Tailored Resume

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