Overview
Developing Investment Advisor Jobs in Regina, Canada at TD
Work Location
Saskatoon, Saskatchewan, Canada
Hours
37.5 hours per week
Line Of Business
TD Wealth
Pay Details
$50,000 – $100,000 CAD
Includes commission-based earnings.
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 a premier full‑service brokerage firm 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 Investment Advisor, while maintaining active participation in their financial affairs.
We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This program provides coaching, training and in‑branch support to help you build comprehensive knowledge in technical, financial and interpersonal areas, and accelerate your path to building a successful client portfolio serving high‑net‑worth clients.
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 regarding portfolio 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 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 a 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 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
Additional Information
- Please note, we are hiring candidates in the Regina & Saskatoon markets
Language Requirement (Quebec Only)
Sans Objet
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Title: Developing Investment Advisor
Company: TD
Location: Regina, Canada
Category:
