Job Summary TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning, delivering customized wealth advice and solutions. The role involves supporting the development of a successful client portfolio within the TD Wealth Private Investment Advice (TDW PIA) program. Accountabilities - Build a client base of HNW & UHNW clients, families, and business owners.

- Develop comprehensive wealth management and investment strategies based on clients’ needs.
- Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing.
- Action a business plan focused on building 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 by establishing beneficial relationships between 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 client‑facing, sales or relationship‑focused experience, ideally in a mutual fund or brokerage workplace.
- 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 the 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.

Benefits TD offers a competitive package that includes a base salary within the $50,000 – $100,000 CAD range, variable commission‑based earnings, health and well‑being benefits, retirement plans, paid time off, career development opportunities, and access to TD banking benefits and discounts.

Additional Information Work Location: Vancouver, British Columbia. Preferred candidates are based in Downtown Vancouver, Richmond, and Coquitlam areas.

Hours: 37.5 per week. The role is eligible for commission‑based earnings and offers growth opportunities with coaching and training.

📌 Developing Investment Advisor - Vancouver, Richmond & Burnaby
🏢 The Toronto-Dominion Bank (Canada)
📍 Vancouver