Work Information

Location: Victoria, British Columbia, Canada. Hours: 37.5 per week.

Pay Range: $50,000 – $100,000 CAD plus commission‑based earnings.

Line of Business: TD Wealth.

Role Overview

TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning. The Developing Investment Advisor Program trains individuals in technical, financial, and interpersonal skills to build a successful client portfolio.

Accountabilities

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop comprehensive wealth management and investment strategies based on client needs.
• Recommend portfolio construction, security selection, monitoring, and rebalancing.
• Action a business plan focused on building client base and market share through prospecting, marketing, and pipeline development.
• Develop and implement sales strategies to attra...