About This Opportunity: Developing Investment Advisor (Abbotsford/Mission/Chilliwack) (Ontario)
TD is currently seeking a Developing Investment Advisor (Abbotsford/Mission/Chilliwack) (Ontario) to join their team in Ontario.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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$100,000 CAD (commission based earnings eligible)
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 opportunity to establish a one‑on‑one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs.
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
What your profile looks like
Undergraduate 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 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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Position Details
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Hours: Work Location
Abbotsford, British Columbia, Canada
Hours
37.5 hours per week
Pay Details
$50,000
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Location: Ontario
Key Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join TD?TD offers a supportive work environment in Ontario, where employees can grow and develop their skills. This Developing Investment Advisor (Abbotsford/Mission/Chilliwack) (Ontario) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
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