198 Investment Advisor jobs in Canada
Investment Advisor
Posted 3 days ago
Job Viewed
Job Description
Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
TD Wealth
**Pay Details:**
$108,800 - $163,200 CAD
This role is eligible for commission based earnings.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. Based on a commitment to discovering and achieving what truly matters to each client, PWM leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. As part of the commitment to OneTD, team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of PWM services - Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust and Wealth Advisory Services.
TD Waterhouse 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. PIA Investment Advisors will conduct an in-depth review of the client's investment goals, philosophies and risk tolerance, and work with them to develop and document their personalized investment strategy.
The Investment Advisor will attract and advise on the financial assets of affluent clients looking for the opportunity to establish a one-on-one relationship with a dedicated professional while maintaining active participation in the decisions regarding their financial affairs. The IA will conduct an in-depth review of the client's investment goals, philosophies and risk tolerance, and work with them to develop and document their personalized investment strategy which includes advice on financial products, insurance and estate planning.
**Accountabilities**
+ Develop and leverage your wealth planning discovery skills and expertise to produce a high-quality plan that is relevant to your client's wealth considerations
+ Provide goals-based wealth advice across a full range of product and service solutions
+ Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, rebalancing and make referrals to Wealth or TDCT partners that match the client's needs
+ Prospect, market and develop pipeline for the process of putting business plan into action by identifying and cultivating relationships with potential clients and external referral sources to build client base and market share
+ Develop / implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
+ Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
**Requirements**
+ Minimum three (3) years of experience working directly in a client-facing, sales or relationship-focused role
+ You have strong relationship building skills and an ability to connect with all types of individuals.
+ You have a passion for financial advisory & planning and a keen interest in portfolio management.
+ Undergraduate Degree
+ Licensed with CIRO as a Registered Representative (RR)
+ Life Insurance License (LLQP) must be obtained with within 3 months of hire
+ CIWM, CFP is an asset
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Investment Advisor
Posted today
Job Viewed
Job Description
Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.
WHAT YOU WILL DO
- Assist in the development and implementation of financial plans and strategies.
- Analyze financial data to determine the best investment strategies for clients.
- Maintain regular contact with clients to understand their financial needs and goals.
- Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
- Prepare reports on client accounts and create presentations for client meetings.
- Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
- Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
- Ensure compliance with financial regulations and adhere to company policies and procedures.
- Participate in continuing education and training programs to stay current with industry standards and trends.
- Provide administrative support as needed.
WHAT YOU WILL BRING
- Post Secondary education in related field.
- Relevant financial licenses (CSC, CPH, CIM, CFP).
- Proven experience in wealth management or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to manage multiple work flows simultaneously.
- Proficiency in financial software and Microsoft Office Suite.
- High level of integrity and professionalism.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top–Up Program
- Fitness Membership Discounts
- Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Investment Advisor
Posted today
Job Viewed
Job Description
Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
Job Summary
We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.
What You Will Do
- Assist in the development and implementation of financial plans and strategies.
- Analyze financial data to determine the best investment strategies for clients.
- Maintain regular contact with clients to understand their financial needs and goals.
- Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
- Prepare reports on client accounts and create presentations for client meetings.
- Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
- Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
- Ensure compliance with financial regulations and adhere to company policies and procedures.
- Participate in continuing education and training programs to stay current with industry standards and trends.
- Provide administrative support as needed.
What You Will Bring
- Post Secondary education in related field.
- Relevant financial licenses (CSC, CPH, CIM, CFP).
- Proven experience in wealth management or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to manage multiple work flows simultaneously.
- Proficiency in financial software and Microsoft Office Suite.
- High level of integrity and professionalism.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
What We Offer
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top–Up Program
- Fitness Membership Discounts
- Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Investment Advisor
Posted today
Job Viewed
Job Description
Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.
WHAT YOU WILL DO
- Assist in the development and implementation of financial plans and strategies.
- Analyze financial data to determine the best investment strategies for clients.
- Maintain regular contact with clients to understand their financial needs and goals.
- Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
- Prepare reports on client accounts and create presentations for client meetings.
- Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
- Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
- Ensure compliance with financial regulations and adhere to company policies and procedures.
- Participate in continuing education and training programs to stay current with industry standards and trends.
- Provide administrative support as needed.
WHAT YOU WILL BRING
- Post Secondary education in related field.
- Relevant financial licenses (CSC, CPH, CIM, CFP).
- Proven experience in wealth management or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to manage multiple work flows simultaneously.
- Proficiency in financial software and Microsoft Office Suite.
- High level of integrity and professionalism.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top–Up Program
- Fitness Membership Discounts
- Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Investment Advisor
Posted today
Job Viewed
Job Description
Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.
WHAT YOU WILL DO
- Assist in the development and implementation of financial plans and strategies.
- Analyze financial data to determine the best investment strategies for clients.
- Maintain regular contact with clients to understand their financial needs and goals.
- Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
- Prepare reports on client accounts and create presentations for client meetings.
- Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
- Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
- Ensure compliance with financial regulations and adhere to company policies and procedures.
- Participate in continuing education and training programs to stay current with industry standards and trends.
- Provide administrative support as needed.
WHAT YOU WILL BRING
- Post Secondary education in related field.
- Relevant financial licenses (CSC, CPH, CIM, CFP).
- Proven experience in wealth management or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to manage multiple work flows simultaneously.
- Proficiency in financial software and Microsoft Office Suite.
- High level of integrity and professionalism.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top–Up Program
- Fitness Membership Discounts
- Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Developing Investment Advisor
Posted 27 days ago
Job Viewed
Job Description
Windsor, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
TD Wealth
**Pay Details:**
$50,000 - $100,000 CAD
This role is eligible for commission based earnings.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
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.
Are you entrepreneurial, passionate about investments, growing your business, and empowering clients to thrive? This could be your next big move! We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This is a highly specialized program where participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net-worth clients. The program includes enhanced coaching and training and offers in-branch training on systems, product and service orientation, strategic business development, and dedicated practice management support to help you develop and grow your practice.
**Accountabilities:**
+ 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
**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
**_#LI-Wealth_**
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
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