Chilliwack)

TD•Abbotsford, BC

11d•Onsite

About The Position

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. This role is for a Developing Investment Advisor within the Developing Investment Advisor Program. This highly specialized program offers participants the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate their path to building a successful client portfolio serving high-net-worth clients. The program includes enhanced coaching and training, in-branch training on systems, product and service orientation, strategic business development, and dedicated practice management support to help develop and grow a practice.

Requirements

Undergraduate Degree in finance, business, economics or related discipline
Currently licensed as a Registered Representative with CIRO
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

Nice To Haves

Professional designations such as CFP, CIM and/or CFA are considered assets

Responsibilities

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

Benefits

Fair and equitable compensation opportunities
Growth opportunities and skill development
Enhanced coaching and training
In-branch training on systems, product and service orientation, strategic business development, and dedicated practice management support
Base salary
Variable compensation
Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs
Regular development conversations
Training programs
Competitive benefits plan
Access to an online learning platform
Variety of mentoring programs
Respectful workplace where diverse perspectives are valued
Fair opportunities to grow
Empowerment to make an impact at work and in your community
Opportunity to explore and grow your career
Part of a caring and inclusive culture