Developing Investment Advisor - Vancouver, Richmond & Burnaby

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.