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Work Location

Surrey, British Columbia, Canada

Hours

37.5 hour(s) per week

Line Of Business

TD Wealth

Pay Details

$50,000 - $100,000 CAD. This role is eligible for commission based earnings.

Job Description

TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA offers high-net‑worth clients the prospect to establish a one‑on‑one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs. Are you entrepreneurial, passionate about investments, growing your business, and empowering clients to thrive? This could be your next big move! We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This is a highly specialized program where participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high‑net‑worth clients. The program includes enhanced coaching and training and offers in‑branch training on systems, product and service orientation, strategic business development, and dedicated practice management support to help you develop and grow your practice.

Accountabilities

- Build a client base of HNW & UHNW clients, families, and business owners
- Develop comprehensive wealth management and investment strategies for your clients based on their needs




- Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancing
- Action a business plan focused on building your client base and market share through prospecting, marketing and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources
- Develop and implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
- Take a OneTD approach with your clients by establishing beneficial relationships between your clients and TD Partners to provide goal‑based wealth advice across a full range of product and service solutions
- Protect the interests of the organization – identify and manage risks effectively

Qualifications

- Undergraduate Degree in finance, business, economics or related discipline
- Currently licensed as a Registered Representative with CIRO
- Professional designations such as CFP, CIM and/or CFA are considered assets
- 3+ years of experience working directly in a client‑facing, sales or relationship‑focused role, ideally in a mutual fund or brokerage environment
- Deep knowledge of the investment landscape, markets, and portfolio management
- Curiosity and desire to stay on top of the latest trends and be a thought leader in your field
- Excellent communication and interpersonal skills
- Proven entrepreneurial experience and ability to prospect and manage client relationships
- Comfort with compliance requirements and commitment to ethical client service
- Life Insurance License (LLQP) must be obtained within 6 months of hire

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Apply on Kit Job: kitjob.ca/job/2g9e8s

📌 Developing Investment Advisor (Surrey)
🏢 TD
📍 Surrey