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Added 10 mins ago
TS
Senior Associate, Business Development
Thane Stenner - Stenner Wealth Partners+
Vancouver, BC
- Full-time
Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global perspective.…
Added 10 mins ago
IP
Wealth Management Licensed Assistant
IG Private Wealth Management
Brandon, MB
- Full-time
Rick Harris & Travis Mosset Private Wealth – IG Private Wealth Management
Added 13 mins ago
NB
Associate
National Bank of Canada
Sept-Îles, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 29 mins ago
Senior Manager, Business and Wealth Transition - Ottawa, ON
Scotiabank
Toronto, ON · Ottawa, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 29 mins ago
T
Audit Manager II, Financial Crimes Audit, High Risk Areas (667)
TD
Toronto, ON
- Full-time
…a Financial Crime Professional, resilient, dynamic, trusted advisor and adaptive leader with knowledge and experience with facets of the Financial Crime Risk Management Program including…
Added 43 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 43 mins ago
S
Senior Manager, Business and Wealth Transition - Ottawa, ON
Scotiabank
Ottawa, ON
- Full-time
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 44 mins ago
D
Wealth Management Advisor
Desjardins
Saint-Alexandre-de-Kamouraska, QC · Saint-Pascal, QC · Caisse Desjardins du Centre Est de Kamouraska
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 44 mins ago
B
Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 hour ago
MW
Advisor - Conseiller(ère) | Manulife Wealth
Manulife Wealth
Montreal, QC
- Full-time
Added 1 hour ago
W
Estate Planning Attorney
W3Global
Vancouver, BC
- $130,000 to $160,000 CAD / year
- Full-time
Collaborate with accountants, financial advisors, and our corporate law team while remaining the client's primary trusted advisor.
Added 1 hour ago
A
Senior Manager, Data Governance Implementation
Aviso
Toronto, ON
- $115,000 to $135,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 1 hour ago
NB
Private Relationship Banker
National Bank of Canada
Rouyn-Noranda, QC
- Full-time
Provide credit solutions and advice across all aspects of wealth management for affluent clients and their families, in partnership with Wealth Advisors.
Added 1 hour ago
NB
Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
The Angus Watt Advisory Group at National Bank Financial Wealth Management provides investment management, financial planning, and wealth advisory solutions to individuals, families,…
Added 1 hour ago
NB
Associate Wealth Advisor
National Bank of Canada
Calgary, AB
- Full-time
A career as a Wealth Management Advisor in the National
Added 1 hour ago
AW
Senior Manager, Data Governance Implementation
Aviso Wealth
Remote, Canada
- $115,000 to $135,000 CAD / year
- Full-time
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 1 hour ago
W
Associate, Financial Planning (Colin Ryan Wealth Management)
Wellington-Altus
Winnipeg, MB
- Full-time
Reporting to the Senior Portfolio Manager & Senior Wealth Advisor at Colin Ryan Wealth Management, the Associate, Financial Planning, supports the delivery of personalized financial…
Added 2 hours ago
GC
Marketing Associate, Private Wealth Marketing
Guardian Capital Group
Toronto, ON
- Full-time
The ideal candidate combines digital marketing expertise with exceptional project management skills, an understanding of affluent client segments, and the ability to coordinate complex…
Added 2 hours ago
ScotiaMcLeod IIA Branch Supervision and Service Manager, Toronto
Scotiabank
Toronto, ON
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and…
Added 2 hours ago
Financial Advisor - Citadel Village, St. Albert, AB
Scotiabank
St. Albert, AB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 hours ago
Senior Regional Insurance Manager, Omni Channel Distribution
Scotiabank
Edmonton, AB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 hours ago
Financial Advisor - Summit Plaza, Peterborough, Ontario
Scotiabank
Peterborough, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 hours ago
ScotiaMcLeod Administrative Associate
Scotiabank
White Rock, BC
As an Administrative Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing…
Added 2 hours ago
MF
Wealth Advisor - Halifax
MD Financial Management | Gestion financière MD
Halifax, NS
- Full-time
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 hours ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.

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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