More jobs:
Developing Investment Advisor
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
- 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.
#J-18808-LjbffrNote that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×