Developing Investment Advisor - Edmonton & Calgary
TD Bank Group(1 month ago)
About this role
Developing Investment Advisor in TD Wealth Private Investment Advice supporting high-net-worth clients with tailored wealth and investment advice. The role is part of a specialized Developing Investment Advisor Program that provides coaching, training, and in-branch support to accelerate building a client portfolio and practice. The position is based in Calgary and is eligible for commission-based earnings.
Required Skills
- Wealth Management
- Portfolio Management
- Business Development
- Client Prospecting
- Relationship Management
- Sales Strategy
- Communication
- Compliance
Qualifications
- Undergraduate Degree in Finance
- Registered Representative (CIRO)
- CFP
- CIM
- CFA
- Life License (LLQP)
About TD Bank Group
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