Developing Investment Advisor

Developing Investment Advisor (Vancouver Island)

TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.

Victoria, British Columbia, Canada

37.5 hours per week

Gestion de patrimoine TD

$50,000 - $100,000 CAD. This position is eligible for commission. Base salary may vary based on skills and experience.

TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full‑service brokerage firms. The Developing Investment Advisor Program equips participants with comprehensive knowledge in technical, financial, and interpersonal areas to accelerate building a successful client portfolio. The program includes coaching, training, systems orientation, product and service instruction, strategic business development, and dedicated practice management support.

• 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
• Execute a business plan focused on building client base and market share through prospecting, marketing, and developing a pipeline of potential clients and referral sources
• Develop and implement sales strategies to attract, acquire, retain customers, and generate referrals to increase profitability and enable business growth
• Take a OneTD approach with clients 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

• 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 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

TD offers a comprehensive compensation program that includes base salary, variable pay, health and wellness benefits, retirement plans, paid time off, banking benefits and discounts, career development opportunities, and recognition programs. Training, mentoring, and a strong focus on career growth are integral to the TD experience.

Selected candidates will be contacted to schedule an interview. We strive to communicate with all applicants regarding their application status via email or phone.

We welcome you to let us know about any accommodation needs (accessible meeting rooms, subtitles for virtual interviews, etc.) to ensure a barrier‑free interview process.

Sans Objet

• Entry level

• Full‑time

• Finance and Sales

• Banking

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