Developing Investment Advisor - Regina & Saskatoon - C$50,000 - C$100,000 A Year

Developing Investment Advisor - Regina & Saskatoon - C$50,000 - C$100,000 A Year

26 Aug
|
TD Wealth
|
Saskatoon

26 Aug

TD Wealth

Saskatoon

Work Location Saskatoon, Saskatchewan, CanadaHours 37.5 hours per weekLine Of Business TD WealthPay Details $50,000 - $100,000 CAD. The base pay offered may vary based on skills, experience, and other business needs. This role is eligible for commission-based earnings.Job Description TD Wealth Private Wealth Management (PWM) offers high-net‑worth clients holistic discovery and planning. TD Wealth Private Investment Advice (TDW PIA) serves clients who wish to remain involved in portfolio decisions. We are hiring Developing Investment Advisors into a specialized program that provides coaching, training, and in‑branch support to build a successful client portfolio.AccountabilitiesBuild a client base of HNW & UHNQ clients, families, and business owners.Develop comprehensive wealth management and investment strategies for clients based on their needs.Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing.Execute a business plan focused on prospecting, marketing, and developing a pipeline of potential clients and referral sources.Develop and implement sales strategies to proactively attract, acquire,



and retain customers and referrals to increase profitability.Take a OneTD approach by establishing beneficial relationships with TD Partners to provide goal‑based wealth advice.Protect the interests of the organization by identifying and managing risks effectively.QualificationsUndergraduate degree in finance, business, economics, or related discipline.Currently licensed as a Registered Representative with CIRO.Qualified 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 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.Excellent communication and interpersonal skills.Proven entrepreneurial experience in prospecting and managing client relationships.Comfort with compliance requirements and commitment to ethical client service.Life Insurance License (LLQP) must be obtained within six months of hire.Additional Information We are hiring candidates in the Regina and Saskatoon markets.Benefits Our Total Rewards package includes a base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and recognition programs.#J-18808-Ljbffr

📌 Developing Investment Advisor - Regina & Saskatoon - C$50,000 - C$100,000 A Year
🏢 TD Wealth
📍 Saskatoon

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