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Added 2 mins ago
MC
Director, Advisor Experience
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Partner with Sales Effectiveness, Learning and RVPs to activate and continuously amplify coaching frameworks, business-planning disciplines and leader routines. Set strategic priorities for…
Added 2 mins ago
LC
Outbound Account Executive (Hospitality)
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
…generating a pipeline through prospecting, booking meetings and owning the sales processing from initial outreach to demo and close. You’ll be part of an evolving and disruptive company…
Added 2 mins ago
LC
Outbound Account Executive (Hospitality)
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
…generating a pipeline through prospecting, booking meetings and owning the sales processing from initial outreach to demo and close. You’ll be part of an evolving and disruptive company…
Added 2 mins ago
RB
Banking Advisor Intern
Royal Bank of Canada
Huntsville, ON
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 2 mins ago
RB
Client Advisor Intern
Royal Bank of Canada
Petawawa, ON
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 2 mins ago
RB
Financial Advisor
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Edmundston, NB
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 18 mins ago
Corporate - Commercial Lines - Commercial Account Manager
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The Account Manager partners closely with Producers, Underwriters, Claims Specialists, Risk Consultants, and carrier partners to provide comprehensive insurance and risk management…
Added 18 mins ago
A
Architecte solutions
Akkodis
Toronto, ON
- $160,000 to $190,000 CAD / year
- Full-time
Akkodis looks for ambitious candidates with a competitive team spirit and demonstrated success in a sales-driven environment to join and build a successful and lucrative career within the…
Added 18 mins ago
JT
Outside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
Career-Oriented: Ambitious with a desire for rapid advancement - e.g., into sales leadership or business development. Bachelor's degree preferred but not required if you've got the results…
Added 18 mins ago
JT
Outside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Career-Oriented: Ambitious with a desire for rapid advancement - e.g., into sales leadership or business development. Bachelor's degree preferred but not required if you've got the results…
Added 47 mins ago
TP
Senior Human Resources Advisor
The Portfolio Group
Toronto, ON
- $75,000 to $85,000 CAD / year
- Full-time
Business Development: Recognize opportunities to upsell value-added services such as customized documentation, health and safety support, and enhanced advisory packages.
Added 47 mins ago
NB
banking advisor
National Bank of Canada
L'Île-Perrot, QC
- Full-time
…personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of…
Added 47 mins ago
S
Business Developer Manager
Siemens
Montreal, QC
- Full-time
Added 1 hour ago
Senior Customer Success Manager, Canada Strategic Account Services
Amazon
Toronto, ON
- Lead business strategy development and design long term account plans.
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Terrebonne, QC
- Full-time
…personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Aurora, ON
- Part-time
…personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of…
Added 1 hour ago
NB
Manager, Financing Solutions - Real Estate Group
National Bank of Canada
Vancouver, BC
- Full-time
Reporting to the Vice-President, Real Estate Financing, you will be part of the Vancouver Real Estate team and support a diversified portfolio of commercial real estate clients, including…
Added 1 hour ago
3S
Fractional Chief Revenue Officer
3 Step Recruitment Inc.
Waterloo, ON
- Full-time
The organization is looking for more than a traditional executive advisor. This role requires someone who will work directly with ownership and the sales team to establish structure,…
Added 1 hour ago
R
Financial Advisor
RBC
Edmundston, NB
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 1 hour ago
R
Client Advisor
RBC
Carman, MB
- Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new…
Added 1 hour ago
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Client Advisor Intern
RBC
Petawawa, ON
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- 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. You…
Added 1 hour ago
C
Financial Advisor - CIRO-ID (Urban)
CIBC
Vancouver, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Brantford, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 1 hour ago
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…commission-based, so actual earnings will vary depending on individual sales performance, experience, business results and market…

Developing Investment Advisor - Edmonton & Calgary

Calgary, AB, Canada

$50,000 - $100,000 CAD · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $50,000 - $100,000 CAD
Job type: Full-time
Apply by: Jan 15, 2027
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 8, 2026

Original job description

Work Location:

Calgary, Alberta, Canada

Hours:

37.5

Line Of Business:

TD Wealth

Pay Details:

$50,000 - $100,000 CAD

This 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

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 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

Build and grow a client portfolio of high- and ultra-high-net-worth individuals, families, and business owners by prospecting, developing referral relationships, and implementing business and sales strategies. Create tailored wealth and investment strategies, advise on portfolio construction and management, connect clients with TD partners, and manage organizational risks.

Requirements

A bachelor's degree in finance, business, economics, or a related discipline and current CIRO Registered Representative licensing are required, along with at least three years of client-facing, sales, or relationship-focused experience. Candidates should have strong investment and portfolio management knowledge, communication and prospecting abilities, ethical compliance practices, and must obtain a Life Insurance License (LLQP) within six months of hire; CFP, CIM, or CFA designations are assets.

Skills

Wealth Management
Investment Strategy
Portfolio Construction
Security Selection
Portfolio Monitoring
Portfolio Rebalancing
Business Development
Prospecting
Sales Strategy
Market Knowledge
Portfolio Management
Communication
Interpersonal Skills
Risk Management
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

TD Wealth
Private Wealth Management
Private Investment Advice
High-Net-Worth Clients
Ultra-High-Net-Worth Clients
Wealth Management
Investment Advice
Investment Strategies
Portfolio Construction
Security Selection
Portfolio Monitoring
Portfolio Rebalancing
Business Development
Prospecting
Market Share
Referral Sources
Sales Strategies
Risk Management
CIRO Registered Representative
CFP
CIM
CFA
Life Insurance License
LLQP
Compliance
Financial Planning
Investment Markets
Practice Management

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