Build high-net-worth client relationships as a Developing Investment Advisor with TD Wealth in Calgary, using investment knowledge and entrepreneurial skills. This is an onsite, full-time opportunity.
TD Wealth Private Investment Advice is hiring into its Developing Investment Advisor Program. You will build comprehensive technical, financial, and interpersonal knowledge while developing a client portfolio. Enhanced coaching, in-branch training, and practice management support help develop your practice.
Key Responsibilities:
- Build a client base of high-net-worth clients and business owners
- Develop customized wealth management and investment strategies
- Recommend portfolio construction, security selection, monitoring, and rebalancing
- Prospect, market, and cultivate referral-source relationships
- Connect clients with TD Partners for goal-based advice
Requirements:
- Undergraduate degree in finance, business, economics, or related discipline
- Current Registered Representative license with CIRO
- Three or more years in client-facing, sales, or relationship work
- Deep investment, markets, and portfolio management knowledge
- Obtain the Life Insurance License within six months
Apply investment expertise, relationship development, and business-building skills as a Developing Investment Advisor serving Calgary clients through TD Wealth.
Developing Investment Advisor Calgary employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
