Developing Investment Advisor

TD Bank

Calgary, Alberta, Canada
$50,000 - $100,000 cad; commission based earnings;...
Client relationship management
Investment strategy development
Portfolio construction and monitoring
TD Wealth Private Investment Advice offers high-net-worth clients dedicated relationships with professional Investment Advisors

Job Summary

  • TD Wealth Private Investment Advice offers high-net-worth clients dedicated relationships with professional Investment Advisors.
  • The Developing Investment Advisor Program provides enhanced coaching, training, and practice management support to build a successful client portfolio.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, and career development opportunities.

Matching Summary

TD Wealth Private Investment Advice offers high-net-worth clients dedicated relationships with professional Investment Advisors.

Salary

$50,000 - $100,000 CAD; commission based earnings; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment strategy development
  • Portfolio construction and monitoring
  • Business development and prospecting
  • Sales strategy implementation

Nice-to-have

  • Entrepreneurial mindset
  • Passion for investments
  • Thought leadership in finance
  • Holistic wealth management approach

Key Requirements

  • Undergraduate Degree in finance, business, economics or related
  • Registered Representative with CIRO
  • 3+ years client-facing sales experience
  • Life Insurance License (LLQP) within 6 months

Work Rights

Not specified

Tailored Resume

Cover Letter