Wealth Advisor: HNW & UHNW Portfolios | Calgary
The Toronto-Dominion Bank (Canada)
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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.
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