Overview
Investment Advisor Jobs in Calgary, Canada at TD
Position: Investment Advisor Opportunity
Elevate your career with TD Wealth as a Developing Investment Advisor in Calgary, Alberta. Help high-net-worth clients with tailored wealth management and investment strategies.
In this dynamic role, you’ll be part of TD Wealth’s specialized Developing Investment Advisor Program. This program focuses on building expertise in financial, technical, and interpersonal skills to excel in serving high-net-worth clients. Your responsibilities will enhance client relationships and investment strategies while promoting sustainable business growth.
Key Responsibilities:
• Build a client base of high-net-worth clients and families
• Develop personalized wealth management and investment strategies
• Make recommendations on portfolio construction and monitoring
• Execute a business plan to grow market share
• Foster beneficial relationships with TD Partners and clients
Requirements:
• Undergraduate Degree in finance, business, or economics
• Licensed as a Registered Representative with CIRO
• 3+ years in a client-facing sales role
• Deep knowledge of investments and portfolio management
• Life Insurance License (LLQP) within 6 months
Transform client relationships through expertise and tailored strategies while thriving at TD Wealth in Calgary.
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Title: Investment Advisor
Company: TD
Location: Calgary, Canada
Category:
