Developing Investment Advisor - Edmonton & Calgary
Description
The Developing Investment Advisor role at TD Wealth, Private Wealth Management, focuses on providing holistic wealth advice and solutions to high-net-worth clients. This specialized program aims to accelerate participants' knowledge in technical, financial, and interpersonal areas to build a successful client portfolio. It involves establishing one-on-one relationships with clients, developing customized investment strategies, and actively participating in financial decisions. The role emphasizes business development, client acquisition and retention, and collaborating with TD Partners to offer comprehensive wealth management across various products and services.
What We're Looking For
Build a client base of HNW & UHNW clients, families, and business owners,Develop comprehensive wealth management and investment strategies,Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing,Action a business plan focused on building client base and market share through prospecting, marketing, and pipeline development,Develop and implement sales strategies to attract, acquire, and retain customers/sales opportunities and referrals,Establish beneficial relationships with TD Partners for goal-based wealth advice,Identify and manage risks effectively,Maintain active participation in clients' financial affairs
Ideal Candidate
Undergraduate Degree in finance, business, economics or related discipline,Currently licensed as a Registered Representative with CIRO,3+ years of experience working directly in a client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environment,Professional designations such as CFP, CIM and/or CFA are considered assets
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to obtain Life Insurance License (LLQP) within 6 months of hire,Subject to provincial regulation for employment purposes
Also Available At
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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