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Developing Investment Advisor

Job in Regina, Saskatchewan, S4M, Canada
Listing for: TD
Full Time position
Listed on 2026-06-15
Job specializations:
  • Sales
    Financial Sales
  • Finance & Banking
    Financial Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 100000 CAD Yearly CAD 50000.00 100000.00 YEAR
Job Description & How to Apply Below

Work Location: Saskatoon, Saskatchewan, Canada

Hours: 37.5 hours per week

Line Of Business: TD Wealth

Pay Details: $50,000 - $100,000 CAD (base salary, with commission‑based earnings available)

Accountabilities
  • Build a client base of HNW & UHNW clients, families, and business owners
  • Develop comprehensive wealth management and investment strategies for 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/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
  • 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: We are hiring candidates in the Regina & Saskatoon markets.

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