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Added 8 mins ago
PC
Investment Analyst
People Corporation
Toronto, ON · ON - PC Sheppard - Toronto
- Full-time
The Analyst will be responsible for investment research, fund monitoring, performance analysis, governance support, client reporting, and investment recommendations.
Added 22 mins ago
AM
Intermediate Data Support Analyst
AGF Management
Toronto, ON
- Full-time
Support all functional areas of the Eagle system including Portfolio Maintenance, Fund Performance and Reporting.
Added 22 mins ago
Senior Operations Associate
The Canada Life Assurance Company
London, ON
…financial and non-financial transactions for our clients' mutual fund accounts in support of our distribution…
Added 22 mins ago
Investment Analyst / Senior Investment Analyst – Private & Public Markets
Staffinity Inc
Toronto, ON · North York, Ontario
Our client is a registered Investment Fund Manager (IFM), Portfolio Manager (PM), and Exempt Market Dealer (EMD). In this role, you will lead comprehensive qualitative and quantitative due…
Added 23 mins ago
AI
Senior Functional Analyst - Wealth Management
Avanciers Inc.
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
…the role is absorbing existing expertise on Unitrax and the fund account administration ecosystem, then making it transferable through documentation, workshops and training material. The…
Added 53 mins ago
L
Program Manager
LTM
Mississauga, ON
- Full-time
Financial-services experience is required; Canadian wealth, banking, insurance, mutual fund, transfer agency, custody, asset-servicing, or enterprise software platform experience is…
Added 53 mins ago
L
Program Manager
LTM
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
Financial-services experience is required; Canadian wealth, banking, insurance, mutual fund, transfer agency, custody, asset-servicing, or enterprise software platform experience is…
Added 1 hour ago
SE
Full Cycle Accounting (Quick Books)
Spirit Employment and Training Edmonton
AB
- $27 to $30 CAD / hour
- Full-time
Knowledge of fund accounting, restricted funding, grant reporting, and nonprofit financial
Added 1 hour ago
TC
Vice President, Client Integration
The Citco Group Limited
Halifax, NS
- Full-time
Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under…
Added 1 hour ago
NB
banking advisor
National Bank of Canada
L'Île-Perrot, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 1 hour ago
FC
Condominium Property Manager
Fortiva Condominium Management
Oshawa, ON
- Full-time
Prepare and manage operating budgets, reserve fund planning and financial reporting
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Terrebonne, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 1 hour ago
H
Vice President - Fund Accounting
Hemans.
Toronto, ON
- $150,000 to $175,000 CAD / year
- Full-time
Vice President, Private Equity Fund Accounting
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 1 hour ago
Claims Analyst - Reinsurance
Aviva
Markham, ON · Oakville, ON
…manage claims and financial bordereaux. You will support trust fund and reinsurance processes. You will also conduct financial transaction audits and work with colleagues and external…
Added 2 hours ago
L
Financial Service Representative - LendDirect Office 1561
LendDirect
Halifax, NS
- Full-time
Added 2 hours ago
Tangerine Growth Advisor - Tangerine
Scotiabank
Toronto, ON
Minimum Requirement: Licensed as a Mutual Fund Dealing Representatives
Added 2 hours ago
Estate Specialist
Scotiabank
ON · Mississauga, ON
Added 2 hours ago
IP
Senior Wealth Advisor
IG Private Wealth Management - Larouche Private Wealth Management
Timmins, ON
- Full-time
Current mutual fund licence and the qualifications required to offer exchange-traded funds (ETFs).
Added 2 hours ago
GT
Controls Tester
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $40 to $45 CAD / hour
- Contract
Added 2 hours ago
MI
Associate, Nexus, Client Delivery
MUFG Investor Services
Toronto, ON
- $60,000 to $88,000 CAD / year
- Full-time
…$1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody,…
Added 2 hours ago
T
Associate Vice President, TD Investment Services (TDIS) Compliance
TD
Toronto, ON
- Full-time
Strong knowledge of securities regulation, mutual fund dealer operations, and CIRO requirements.
Added 2 hours ago
T
Personal Banker Trainee - Westmount, Greene (Full time)
TD
Montreal, QC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 3 hours ago
I
Global Head of Cyber Security
Innocap
Toronto, ON · Montreal, QC
- Full-time
Added 3 hours ago
BI
Business Development Specialist, BMO Insurance
BMO Insurance
Toronto, ON
- Full-time
In-depth knowledge of mutual fund industry is an asset.

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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