Developing Investment Advisor

TD

Calgary, Alberta, Canada
Base: $50,000 - $100,000 cad; bonus/equity: commis...
Client portfolio management
Prospecting and business development
Investment strategy formulation
TD Wealth Private Investment Advice offers high-net-worth clients personalized wealth management and investment advisory services with active client participation

Job Summary

  • TD Wealth Private Investment Advice offers high-net-worth clients personalized wealth management and investment advisory services with active client participation.
  • The Developing Investment Advisor Program provides enhanced coaching, in-branch training, and dedicated practice management support to accelerate career growth.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, and career development opportunities.

Matching Summary

TD Wealth Private Investment Advice offers high-net-worth clients personalized wealth management and investment advisory services with active client participation.

Salary

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

Skills & Requirements

Must-have

  • Client portfolio management
  • Prospecting and business development
  • Investment strategy formulation
  • Compliance and risk management
  • Client relationship building

Nice-to-have

  • Entrepreneurial mindset
  • Strong communication skills
  • Continuous learning and market awareness
  • Collaborative OneTD approach
  • Ethical client service commitment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter