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Added 11 mins ago
BG
Directeur- Gouvernance Fonds Mutuel
BMO Groupe financier
Montreal, QC
- Full-time
…oversight and decision-making. Processes may relate to operations, service, sales, supervision, and other dealer…
Added 11 mins ago
TI
vCIO
Techify Inc.
Toronto, ON · North York, ON
- $105,000 to $155,000 CAD / year
- Full-time
You’ll act as a trusted advisor to clients while coordinating internally with consultants, vendors, projects, procurement, and leadership to ensure things get done properly, consistently,…
Added 11 mins ago
IF
Assistant Branch Manager
iA Financial Group (Industrial Alliance)
Toronto, ON
- Full-time
Maintaining a high level of customer service.
Added 11 mins ago
UO
Development Coordinator, Haskayne School of Business
University of Calgary
Calgary, AB
- Full-time
…demonstrate adaptability and flexibility, provide efficient, quality service to all stakeholders, and often requires multi-tasking and the ability to deal with simultaneous priorities. The…
Added 11 mins ago
T
Manager, Client Growth & Lead Generation - Tangerine
Tangerine
Toronto, ON
- Full-time
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 13 mins ago
CO
Advisor, Pulmonary Function Diagnostics & Sleep Medicine
COLLEGE OF PHYSICIANS & SURGEONS OF ALBERTA
Edmonton, AB
- Full-time
The Advisor, Pulmonary Function Diagnostics and Sleep Medicine is responsible for pre-assessment, on-site and post-assessment activities of PFD and SMD facilities in accordance with CPSA…
Added 13 mins ago
TC
Business Licence Advisor
The Corporation of The City of Victoria
Victoria, BC
- Other
The Business Licence Advisor is responsible for administering complex business licence applications. The role serves as the primary point of coordination for non-routine licensing…
Added 23 mins ago
TS
Senior Associate, Business Development
Thane Stenner - Stenner Wealth Partners+
Vancouver, BC
- Full-time
…learn and is focused on achieving the highest level of client service and results. A high attention to detail is required and the role’s priority focus is to help the team meet and engage…
Added 23 mins ago
IP
Wealth Management Licensed Assistant
IG Private Wealth Management
Brandon, MB
- Full-time
Provide administrative and operations support to Advisor Team.
Added 23 mins ago
BC
Executive Advisor, Legal Services
Build Canada Homes | Maisons Canada
ON · Ontario, Canada
- Full-time
Added 23 mins ago
N(
Academic Liaison, Health & Life Sciences
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
Communication & Collaboration: Work closely with partner areas to ensure consistent, transparent, and student-centered communication and service delivery.
Added 23 mins ago
S
Talent Acquisition Business Partner , Pharmacy (contract)
Sobeys
Calgary, AB
- Contract
Act as a trusted advisor to business leaders, offering tailored staffing solutions and building strong, collaborative partnerships.
Added 23 mins ago
AW
Bilingual Call Centre Representative
Arrow Workforce Solutions
Brampton, ON
- Contract
We are seeking Bilingual Customer Service Representatives (English/French) to join a fast-paced customer support team in Brampton. As an Omni-channel Customer Service Advisor, you will…
Added 25 mins ago
NB
Associate
National Bank of Canada
Sept-Îles, QC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within tes team MORIN POIRIER…
Added 25 mins ago
CL
Service Support Associate
Canada Life
Vancouver, BC
- Full-time
We are looking for a Service Support Associate.
Added 25 mins ago
R
Financial Analyst, FP&A (Hybrid – Boucherville)
RONA
Boucherville, QC
- Full-time
We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to…
Added 25 mins ago
GP
Business Development Sales Representative
Global Payments Inc.
Calgary, AB
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 25 mins ago
GP
Business Development Sales Representative
Global Payments Inc.
Markham, ON
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 25 mins ago
GB
Manager, Learning, Well-being & Engagement
Georgian Bay General Hospital
Midland, ON
- $121,000 to $133,984 CAD / year
- Full-time
Serve as a trusted advisor to leaders on learning, leadership development, organizational effectiveness, and workforce development best practices.
Added 27 mins ago
UO
Finance Partner
University of Alberta
Edmonton, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 27 mins ago
UO
Finance Partner
University of Alberta
Camrose, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 42 mins ago
Senior Manager, Business and Wealth Transition - Ottawa, ON
Scotiabank
Toronto, ON · Ottawa, ON
Support the continuous improvement and effectiveness of the Advance Planning and Service team by:
Added 42 mins ago
T
Audit Manager II, Financial Crimes Audit, High Risk Areas (667)
TD
Toronto, ON
- Full-time
The Audit Manager II is a Financial Crime Professional, resilient, dynamic, trusted advisor, relationship manager, people manager and adaptive leader with knowledge and experience with…
Added 55 mins ago
SW
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
Vancouver, BC
- Contract
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 55 mins ago
C
Conseiller(ère) stratégique expert(e) en gouvernance, données et IA
CGI
Montreal, QC
- Full-time
We are seeking a Strategic Advisor with expertise in governance, data, and AI to support executive leadership, governance committees, and business stakeholders in defining visions,…

Developing Investment Advisor

AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 17, 2026
Experience: 3+ years of experience working directly in a client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environment
Posting language: English
Posted: Oct 6, 2026

Original job description

Work Location:

Edmonton, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$50,000 - $100,000 CADThis role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

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-worth 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.

Are you entrepreneurial, passionate about investments, growing your business, and empowering clients to thrive? This could be your next big move! 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

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
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. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

Apply About employer

More about this job

Responsibilities

The Developing Investment Advisor will build and manage a client portfolio by developing comprehensive wealth management strategies and investment solutions for high-net-worth clients. They are responsible for executing business plans to acquire new clients, monitoring portfolio performance, and ensuring compliance with organizational standards.

Requirements

Candidates must hold an undergraduate degree in finance, business, or economics and be currently licensed as a Registered Representative with CIRO. A minimum of 3 years of experience in a client-facing, sales, or relationship-focused role within the financial industry is required.

Skills

Wealth management
Investment strategies
Portfolio management
Business development
Prospecting
Financial planning
Sales strategy
Risk management
Market analysis
Communication skills
Interpersonal skills
Entrepreneurial mindset
Compliance

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Private Investment Advice
HNW
UHNW
CIRO
CFP
CIM
CFA
LLQP
Brokerage
Mutual Funds
Portfolio Construction
Security Selection
Business Development
Sales
Relationship Management
Financial Planning
Risk Management
Prospecting
Market Share
Client Acquisition
Investment Landscape
Compliance
Banking
Financial Services

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