Developing Investment Advisor

TD

Grande Prairie, Alberta, Canada
Base: $50,000 - $100,000 cad; bonus/equity: commis...
Client portfolio management
High-net-worth client advisory
Prospecting and pipeline development
TD Wealth Private Investment Advice provides high-net-worth clients with customized wealth advice and solutions through dedicated Investment Advisors

Job Summary

  • TD Wealth Private Investment Advice provides high-net-worth clients with customized wealth advice and solutions through dedicated Investment Advisors.
  • The Developing Investment Advisor Program offers enhanced coaching, training, and practice management support to accelerate career growth and client portfolio development.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, benefits, career development, and a respectful, inclusive workplace culture.

Matching Summary

TD Wealth Private Investment Advice provides high-net-worth clients with customized wealth advice and solutions through dedicated Investment Advisors.

Salary

Base: $50,000 - $100,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health, well-being, savings, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Client portfolio management
  • High-net-worth client advisory
  • Prospecting and pipeline development
  • Investment strategy development
  • Compliance and risk management
  • Collaboration with banking partners

Nice-to-have

  • Entrepreneurial experience
  • Strong communication skills
  • Continuous learning and thought leadership
  • Ethical client service commitment
  • Coaching and training participation

Key Requirements

  • Undergraduate degree in finance or related discipline
  • Registered Representative with CIRO license
  • Life Insurance License (LLQP) within 6 months
  • 3+ years client-facing sales or relationship experience
  • Professional designations CFP, CIM, CFA considered assets

Work Rights

Not specified

Tailored Resume

Cover Letter