Commission-Eligible Investment Advisor – Build HNW Wealth

TD; Edmonton; On-site; CAD 50,000 - 100,000; Full time

Job summary

TD Wealth, Private Wealth Management (PWM) provides holistic wealth planning for high-net-worth clients. The Developing Investment Advisor Program trains you to build knowledge in technical, financial, and interpersonal areas, accelerating your path to a personal client portfolio.

You will join a highly specialized program with coaching, in-branch training on systems, product orientation, and dedicated practice management support to help you develop and grow.

Qualifications

• Undergraduate degree in finance, business, economics or related discipline.
• Licensed as a Registered Representative with CIRO.
• CFP, CIM and/or CFA considered assets.
• 3+ years in a client-facing, sales or relationship role.
• Deep knowledge of the investment landscape, markets and portfolio management.
• Excellent communication and interpersonal skills.
• Life Insurance License (LLQP) must be obtained within 6 months of hire.

Responsibilities

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop wealth management and investment strategies for clients.
• Recommend portfolio construction, security selection, monitoring, and rebalancing.
• Execute a business plan to grow client base and market share via prospecting and referrals.
• Develop sales strategies to attract, acquire and retain customers and referrals.
• Create beneficial client relationships across TD Partners to provide goal-based advice.

Skills

Client relationship management

Sales experience

Investment knowledge

Communication skills

Entrepreneurial mindset

Education

Undergraduate Degree in finance, business, economics

Job description

TD Wealth, Private Wealth Management (PWM) provides holistic wealth planning for high-net-worth clients. The Developing Investment Advisor Program trains you to build knowledge in technical, financial, and interpersonal areas, accelerating your path to a personal client portfolio.

You will join a highly specialized program with coaching, in-branch training on systems, product orientation, and dedicated practice management support to help you develop and grow.