Job opportunity
Developing Investment Advisor Calgary
TD Bank Group
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.
#J-18808-Ljbffr
Apply on source site 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.
#J-18808-Ljbffr