**
TD Bank is seeking a Developing Investment Advisor for their Private Wealth Management team in Grande Prairie, Alberta. The role focuses on building relationships with high-net-worth clients and requires a solid background in finance and client management.
**
Job Summary
This role offers a specialized program to build comprehensive knowledge in technical, financial, and interpersonal areas while serving high-net-worth clients.
The position involves developing wealth management strategies, making portfolio recommendations, and executing business plans to grow client relationships.
TD provides enhanced coaching, training on systems and products, and dedicated practice management support to help accelerate career growth.
Matching Summary
Match Score: 75
**
TD Bank is seeking a Developing Investment Advisor for their Private Wealth Management team in Grande Prairie, Alberta. The role focuses on building relationships with high-net-worth clients and requires a solid background in finance and client management.
**
Salary
Base: $50,000 - $100,000 CAD; Variable: Commission based earnings; Benefits: Health, savings, retirement programs included
Skills & Requirements
Must-have
Client base building for HNW clients
Wealth management strategy development
Prospecting and pipeline cultivation
Portfolio construction and rebalancing
Compliance and ethical service commitment
Nice-to-have
Entrepreneurial experience in sales
Thought leadership in investment trends
Deep knowledge of market landscape
Strong interpersonal communication skills
Key Requirements
Undergraduate Degree in finance or related discipline
Currently licensed as Registered Representative with CIRO
3+ years of client-facing sales experience
Obtain Life Insurance License (LLQP) within 6 months