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 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 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 employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
