Developing Investment Advisor

Join to apply for the Developing Investment Advisor - Edmonton & Calgary role at TD Securities. Job Description TD Wealth, Private Wealth Management (PWM) provides high-net-worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada’s premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA offers high-net‑worthy clients the opportunity to establish a one‑on‑one relationship with a dedicated and professional Investment Advisor while maintaining active participation in decisions regarding their financial affairs. Developing Investment Advisor Program Are you entrepreneurial, passionate about investments, growing your business, and empowering clients to thrive? We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This is a highly specialized program where participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net‑worth clients. The program includes enhanced coaching and training and offers in‑branch training on systems, product and service orientation, strategic business development, and dedicated practice management support to help you develop and grow your practice. Accountabilities Build a client base of HNW & UHNW clients, families, and business owners. Develop comprehensive wealth management and investment strategies for your clients based on their needs. Make recommendations to the client regarding their portfolio’s construction, security selection, monitoring, and rebalancing. Action a business plan focused on building your client base and market share through prospecting, marketing, and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources. Develop and implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth. Take a OneTD approach with your clients by establishing beneficial relationships between your clients and TD Partners to provide goal‑based wealth advice across a full range of product and service solutions. Protect the interests of the organization – identify and manage risks effectively. What Your Profile Looks Like 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 working directly in a client‑facing, sales or relationship‑focused role, ideally in a mutual fund or brokerage environment. Deep knowledge of the investment landscape, markets, and portfolio management. Curiosity and desire to stay on top of the latest trends and be a thought leader in your field. Excellent communication and interpersonal skills. Proven entrepreneurial experience and ability to prospect and manage client relationships. Comfort with compliance requirements and commitment to ethical client service. Life Insurance License (LLQP) must be obtained within 6 months of hire. Additional Information We are currently hiring for candidates in the Calgary and Edmonton markets. Who We Are TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. Benefits & Total Rewards Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Additional Support Through regular development conversations, training programs, and a competitive benefits plan, we are committed to providing the support our colleagues need to thrive both at work and at home. Training & onboarding sessions will be provided to ensure you have everything you need to succeed in your new role. We will communicate outcomes to all applicants by email or phone call. Your accessibility is important to us – let us know if you need accommodations to participate in the interview process. Language Requirement (Quebec Only) Sans Objet #J-18808-Ljbffr