Join TD Wealth in Calgary as a Developing Investment Advisor. This exceptional program equips you with the skills to advise high-net-worth clients and build a thriving practice.
As part of TD Wealth's Developing Investment Advisor Program, you will gain in-depth training in investment strategies, financial management, and client relationship development. This role requires an entrepreneurial spirit and a passion for investments, as you will connect with high-net-worth families and business owners. Accelerate your career with coaching and practice management support to help you build and grow your client portfolio.
Key Responsibilities:
• Build a diverse client base of high-net-worth clients
• Develop tailored wealth management strategies for clients




• Recommend investment strategies and portfolio management techniques
• Execute targeted business growth plans through networking
• Collaborate with TD Partners for comprehensive client solutions
Requirements:
• Undergraduate degree in finance, business, or related field
• Licensed as a Registered Representative with CIRO
• 3+ years in client-facing sales or financial roles
• Solid knowledge of investment markets and strategies
• Life Insurance License (LLQP) to be completed within 6 months
Help clients navigate their investment journey while thriving in a supportive workplace at TD Wealth.
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📌 Investment Advisor Development Program Calgary
🏢 TD
📍 Calgary