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Added 14 mins ago
CP
Full Stack Solutions Developer
CAAT Pension Plan
Toronto, ON · Head Office
- Full-time
We are seeking a Full Stack Solution Developer for our Pension Solutions team. Reporting to the Manager, Enterprise Automation, the Full Stack Solutions Developer will collaborate closely…
Added 14 mins ago
B
Senior Manager, Marketing and Commercial Operations
BD
Mississauga, ON · CAN Mississauga - Derry Road West
- Full-time
As the Senior Manager, Marketing & Commercial Operations for Waters Advanced Diagnostics Canada, you will provide strategic leadership for the Canadian Advanced Diagnostics business,…
Added 14 mins ago
C
Administrative Support - Level II (Finance) (Telework/Hybrid)
CBC/Radio-Canada
Ottawa, ON
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the hiring Manager according to the guidelines defined by the department.
Added 14 mins ago
SE
Manager, Product Management (Mobile Enhancements)
Samsung Electronics
Mississauga, ON
- Full-time
Employee Referral program- we want great talent like you!
Added 29 mins ago
CS
Active Living Manager
Cogir Senior Living
Ottawa, ON · Valley Stream
- Full-time
As our next Active Living Manager you are an energetic, vibrant, and creative leader who thrives on assessing residents' needs. You will be responsible for enhancing the quality of life for…
Added 1 hour ago
BT
Standards and Training Specialist
Baker Tilly Canada
Peterborough, ON
- Full-time
Reporting to the Manager of Professional Standards and Training, this role plays a key part in supporting the professional development of our assurance team and upholding our commitment to…
Added 1 hour ago
R
Assistant Branch Manager - Greater Toronto Region
RBC
Toronto, ON · Mississauga, ON · Brampton, ON · Markham, ON · Aurora, ON · Vaughan, ON · Richmond Hill, ON · Newmarket, ON
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
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RBC
Toronto, ON
- Full-time
Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)
Added 1 hour ago
R
Financial Planner, Relationship Manager
RBC
Georgina, ON
- Full-time
A world-class training program in financial services
Added 1 hour ago
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Financial Planner, Relationship Manager
RBC
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- Full-time
A world-class training program in financial services
Added 1 hour ago
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Client Advisor
RBC
Bridgewater, NS
- Part-time
…environment, you can build a great career with us as a future Account Manager/Banking…
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Assistant Branch Manager
RBC
Saanich, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 1 hour ago
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Branch Manager - Greater Toronto Region
RBC
Toronto, ON · Mississauga, ON · Brampton, ON · Markham, ON · Aurora, ON · Vaughan, ON · Richmond Hill, ON · Newmarket, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 1 hour ago
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Branch Manager, Pape and Danforth Branch
RBC
Toronto, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 1 hour ago
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Client Advisor
RBC
Flin Flon, MB
- Full-time
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Financing Specialist
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Ottawa, ON
- Full-time
…Your support as a strategic partner to the Commercial Account Manager managing the credit process will enable enhanced client-facing…
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Client Advisor
RBC
Virden, MB
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…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 1 hour ago
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Principal Product Manager - Workday AI - Agent Factory
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…identifying high-conviction bets in complex, regulated domains like finance and HCM, then building production-grade agents that will become revenue lines. Our PMs prototype with their own…
Added 1 hour ago
RB
Associate Investment Advisor
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Ottawa, ON
- Full-time
Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA) an asset
Added 2 hours ago
AH
Administrative Support V
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AB · Edmonton, AB
- Full-time
The Administrative Support V is an advanced position providing direct support to the Manager of Site Operations which oversees a diverse portfolio which includes the Site Integrated…
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Calgary, AB
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Added 2 hours ago
JF
SAP Functional Analyst · Order to Cash
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Toronto, ON
- $90,000 to $110,000 CAD / year
This is not a maintenance role. This is a live program with published readiness gates and a business that is changing how it works at the same time. We are building an internal organization…
Added 2 hours ago
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SAP Functional Analyst · Record to Report
Johnvince Foods
Toronto, ON
- $90,000 to $110,000 CAD / year
This is not a maintenance role. This is a live program with published readiness gates and a business that is changing how it works at the same time. We are building an internal organization…
Added 2 hours ago
TC
Senior Financial Analyst/ ERP Support Analyst (1 Year Contract)
The Corporation of the City of Markham
Markham, ON
- $102,464 to $143,867 CAD / year
- Full-time
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…Support Analyst within the Financial Planning Division of the Finance Department. Reporting to the Senior Manager, this dual role is responsible for the preparation, analysis,…
Added 2 hours ago
AA
Gestionnaire de Configuration, Service à la Clientèle / Configuration Manager, Customer Services
Airbus Aircraft
Montreal, QC
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Vous avez fait vos preuves dans la gestion de projets multidisciplinaires, appuyées par un sens aigu des affaires et de la finance ainsi qu'une perspective stratégique;

Developing Investment Advisor

Calgary, 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:

Calgary, 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 for high-net-worth individuals by providing customized wealth advice and investment strategies. They are responsible for prospecting, business development, and maintaining strong client relationships while ensuring compliance and risk management 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 brokerage or mutual fund industry is required.

Skills

Investment advice
Portfolio management
Business development
Client prospecting
Relationship management
Financial planning
Sales strategy
Risk management
Market analysis
Communication skills
Interpersonal skills
Entrepreneurial mindset
Compliance
Wealth management

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

Investment Advisor
Wealth Management
Private Wealth Management
CIRO
CFP
CIM
CFA
LLQP
High-net-worth
Portfolio construction
Security selection
Prospecting
Market share
Sales strategy
Client acquisition
Brokerage
Mutual funds
Financial planning
Relationship management
Business development
Risk management
Compliance
Investment landscape
Thought leadership
Entrepreneurial
Banking
Client-facing
Investment strategies
Practice management
OneTD

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