Developing Investment Advisor - Edmonton & Calgary

Description Du Poste TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.

Lieu De Travail Calgary, Alberta, Canada

Horaire 37.5 hours per week

Secteur D’activité Gestion de patrimoine TD

Détails De La Rémunération $50,000 - $100,000 CAD (Ce poste est admissible à des revenus de commission.)

Accountabilities

Build a client base of HNW & UHNW clients, families, and business owners

Develop comprehensive wealth management and investment strategies for your clients based on their needs

Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancing

Action a business plan focused on building your client base and market share through prospecting, marketing and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources

Develop and implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth

Take a OneTD approach with your clients by establishing beneficial relationships between your clients and TD Partners to provide goal‑based wealth advice across a full range of product and service solutions

Protect the interests of the organization – identify and manage risks effectively

What Your Profile Looks Like

Undergraduate Degree in finance, business, economics or related discipline

Currently licensed as a Registered Representative with CIRO

Professional designations such as CFP, CIM and/or CFA are considered assets

3+ years of experience working directly in a client‑facing, sales or relationship‑focused role, ideally in a mutual fund or brokerage environment

Deep knowledge of the investment landscape, markets, and portfolio management

Curiosity and desire to stay on top of the latest trends and be a thought leader in your field

Excellent communication and interpersonal skills

Proven entrepreneurial experience and ability to prospect and manage client relationships

Comfort with compliance requirements and commitment to ethical client service

Life Insurance License (LLQP) must be obtained within 6 months of hire

Additional Information

We are currently hiring for candidates in the Calgary and Edmonton markets

Exigences Linguistiques (Québec Seulement) Sans Objet

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