Associate Investment Advisor

TD Ameritrade

Calgary, Alberta, Canada
Base: $42,500 - $57,500 cad; variable: commission ...
Client base management
Investment advice delivery
Financial planning expertise
This role supports lead Investment Advisors by delivering personalized advice and planning support to high-value brokerage clients

Job Summary

  • This role supports lead Investment Advisors by delivering personalized advice and planning support to high-value brokerage clients.
  • The position offers a competitive base salary ranging from $42,500 to $57,500 CAD plus eligibility for commission-based earnings.
  • TD provides comprehensive training, onboarding, and career development opportunities to help colleagues grow their expertise in wealth management.

Matching Summary

This role supports lead Investment Advisors by delivering personalized advice and planning support to high-value brokerage clients.

Salary

Base: $42,500 - $57,500 CAD; Variable: Commission eligible; Benefits: Health, retirement, paid time off

Skills & Requirements

Must-have

  • Client base management
  • Investment advice delivery
  • Financial planning expertise
  • Relationship building skills
  • Risk management adherence

Nice-to-have

  • Mentorship capabilities
  • Continuous improvement mindset
  • Collaborative team environment
  • Emerging trends awareness

Key Requirements

  • Undergraduate degree or Community College Diploma
  • 3+ years experience in wealth management support
  • Ability to obtain CIRO Registered Representative license
  • CIWM, CFA, CIM, or CFP designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter