Developing Investment Advisor - Edmonton & Calgary

TD

Calgary, Alberta, Canada
Base: $50,000 - $100,000 cad; bonus/equity: commis...
Client relationship management
Investment portfolio construction
Prospecting and business 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 colleague development through regular career conversations, mentoring programs, and a comprehensive Total Rewards package.

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; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Client relationship management
  • Investment portfolio construction
  • Prospecting and business development
  • Compliance and ethical client service
  • Wealth management strategy development

Nice-to-have

  • Entrepreneurial mindset
  • Strong communication skills
  • Coaching and training participation
  • Collaborative OneTD approach
  • Continuous learning and thought leadership

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter