Wealth Advisor: HNW & UHNW Portfolios | Calgary
The Toronto-Dominion Bank (Canada)
Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.
Job summary
The Toronto-Dominion Bank (Canada) in Calgary is seeking an Investment Advisor for TD Wealth Private Investment Advice to serve high-net-worth clients with tailored wealth solutions.
The role requires an undergraduate finance/business degree, a CIRO license, and 3+ years in client-facing sales, with strong communication and market knowledge; designation assets (CFP/CIM/CFA) are a plus.
The position offers base salary with commission, comprehensive benefits, and growth opportunities.
Qualifications
- Undergraduate degree in finance, business, economics or related discipline.
- Currently licensed as a Registered Representative with CIRO.
- Professional designations such as CFP, CIM and/or CFA are considered assets.
- 3+ years of experience in a client-facing, sales or relationship-focused role.
Responsibilities
- Build a client base of HNW & UHNW clients, families, and business owners.
- Develop comprehensive wealth management and investment strategies for clients.
- Make recommendations on portfolio construction, security selection, monitoring and rebalancing.
- Develop a business plan focused on prospecting and acquiring new clients and referrals.
- Create and implement sales strategies to attract, retain and grow client opportunities.
Skills
Education
Job description
The Toronto-Dominion Bank (Canada) in Calgary is seeking an Investment Advisor for TD Wealth Private Investment Advice to serve high-net-worth clients with tailored wealth solutions.
The role requires an undergraduate finance/business degree, a CIRO license, and 3+ years in client-facing sales, with strong communication and market knowledge; designation assets (CFP/CIM/CFA) are a plus.
The position offers base salary with commission, comprehensive benefits, and growth opportunities.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
