Developing Investment Advisor

TD Bank

Calgary, Alberta, Canada
$50,000 - $100,000 cad; commission based earnings;...
Client relationship management
Investment strategy development
Portfolio construction
TD Wealth Private Investment Advice offers high-net-worth clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor

Job Summary

  • TD Wealth Private Investment Advice offers high-net-worth clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor.
  • The Developing Investment Advisor Program provides participants with comprehensive knowledge in technical, financial, and interpersonal areas, along with enhanced coaching and training.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development for all colleagues.

Matching Summary

TD Wealth Private Investment Advice offers high-net-worth clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor.

Salary

$50,000 - $100,000 CAD; commission based earnings; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment strategy development
  • Portfolio construction
  • Business development
  • Sales strategy implementation
  • Risk management

Nice-to-have

  • Entrepreneurial mindset
  • Thought leadership
  • Holistic discovery and planning
  • Reimagining banking

Key Requirements

  • Undergraduate Degree in finance, business, economics or related
  • Currently licensed as a Registered Representative with CIRO
  • 3+ years client-facing, sales or relationship-focused role
  • Life Insurance License (LLQP) within 6 months of hire

Work Rights

Not specified

Tailored Resume

Cover Letter