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 development
TD Wealth Private Investment Advice offers high-net-worth clients personalized investment advisory services with active client participation

Job Summary

  • TD Wealth Private Investment Advice offers high-net-worth clients personalized investment advisory services with active client participation.
  • The Developing Investment Advisor Program provides enhanced coaching, training, and practice management support to accelerate career growth.
  • TD is committed to providing fair compensation, career development, and a supportive, inclusive workplace culture.

Matching Summary

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

Salary

Base: $50,000 - $100,000 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health, retirement, paid time off, career development

Skills & Requirements

Must-have

  • Client portfolio management
  • Prospecting and business development
  • Investment strategy development
  • Compliance and risk management
  • High-net-worth client service

Nice-to-have

  • Entrepreneurial mindset
  • Strong communication skills
  • Coaching and training participation
  • Team collaboration across business units
  • Continuous learning and market trend awareness

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter