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.