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Added 34 mins ago
SC
Bilingual Manager, Claims Contact Centre
Securian Canada
Toronto, ON
- $65,000 to $95,000 CAD / year
- Full-time
As Manager, Claims Contact Centre Operations, you will be responsible for leading the Claims Contact Centre team, driving individual and team performance, ensuring timely and accurate claim…
Added 1 hour ago
A
Corporate Actions Administrator
Aviso
Toronto, ON
- $55,000 to $65,000 CAD / year
- Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 2 hours ago
SD
Store Administrator, Hourly Part Time Day
Shoppers Drug Mart
Vancouver, BC
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 3 hours ago
AC
Manager, Assurance and Accounting
ACCA Careers
Campbell River, BC
- Full-time
Make an impact with our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and…
Added 3 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
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AS
Senior Product Designer - Digital Banking & Financial Services (Canada)
Aequilibrium Software Inc.
Remote, Canada
- $70 to $100 CAD / hour
- Contract
- Remote
Senior Product Designer - Digital Banking & Financial Services
Added 4 hours ago
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General Manager
TOULA
Toronto, ON
- Full-time
The General Manager (GM) role is a cornerstone position within our organization, pivotal in driving the success and growth of our practice. This high-profile role demands a comprehensive…
Added 5 hours ago
NB
Banking Advisor
National Bank of Canada
Bathurst, NB
- Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 5 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, 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 5 hours ago
TI
Process Engineer with Payment
Themesoft Inc.
Toronto, ON
- Contract
Banking and Financial Services experience required
Added 6 hours ago
AE
Senior Financial Analyst
AppleOne Employment Services
Toronto, ON
- $80,000 to $95,000 CAD / year
- Contract
Seeking a detail-oriented and analytical Financial Analyst to join a growing Consumer Packaged Goods (CPG) organization in Toronto on a one-year contract.
Added 6 hours ago
SA
Finance Manager
STAN AI
Toronto, ON · North York, ON
- $105,000 to $130,000 USD / year
- Full-time
Technical Foundation: A strong grounding in accounting and financial analysis, including month-end close and balance sheet management
Added 6 hours ago
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Finance Manager
AppleOne Employment Services
Toronto, ON
- $130,000 to $140,000 CAD / year
- Full-time
Ensure compliance with applicable accounting standards, internal controls, and financial policies.
Added 6 hours ago
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IT Applications Manager
Crédit Agricole CIB
Montreal, QC
- Full-time
IT Applications Manager (CBTS Manager) will be based in Montreal, reporting directly to CACIB Americas CIO. The primary responsibility will entail development and support of corporate…
Added 6 hours ago
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Senior Financial Analyst
STAN AI
Toronto, ON · North York, ON
- $90,000 to $105,000 USD / year
- Full-time
…and we're on a mission to build the world's first AI property manager. Want to come along for the…
Added 7 hours ago
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Controller
Rénovation et Restauration après Sinistre, Renovco Inc.
Dorval, QC
- Full-time
We are looking for an experienced Controller or Senior Bookkeeper to own the full accounting function at RENOVCO. This is a hands-on, senior finance role at a growing construction and…
Added 7 hours ago
AI
Strategic Sourcing Manager
American Iron & Metal (AIM)
Montreal, QC
- Full-time
Reporting to the Director, Procurement, the Strategic Sourcing Manager is responsible for leading the organization’s strategic sourcing function and developing sourcing strategies aimed at…
Added 7 hours ago
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Accounts Payable Manager
American Iron & Metal (AIM)
Montreal, QC
- Full-time
Reporting to the Senior Manager, Corporate Accounting, the Accounts Payable Manager will play a key leadership role within AIM’s Finance Shared Services Center (FSSC). The incumbent will be…
Added 8 hours ago
T
Developing Investment Advisor - Edmonton & Calgary
TD
Calgary, AB
- Full-time
…maintaining active participation in decisions regarding their financial…
Added 8 hours ago
SA
Senior Multi-unit Restaurant Operations Leader
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Added 9 hours ago
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Treasury Coordinator
Ocean Capital Holdings
Saint John, NB
- Full-time
…multiple companies and industries. Reporting to the Senior Manager – Treasury, you’ll play a key role in cash management, banking administration, corporate credit card oversight, treasury…
Added 9 hours ago
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assistant manager - retail trade
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Added 9 hours ago
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Associate Vice President, Corporate Finance
KPMG
Calgary, AB · AB · Winnipeg, MB · Edmonton, Alberta
- Full-time
Strong technical finance proficiency, including knowledge of financial statements and general accounting principles.
Added 9 hours ago
K
Manager - Governance, Risk & Compliance Services / Internal Audit and Internal Controls in Halifax
KPMG
Halifax, NS
- Full-time
Internal Controls over Financial Reporting (ICFR)
Added 10 hours ago
UO
Accounting Specialist, Accounting Operations
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Calgary, AB
- Full-time
Reporting to the Manager, Accounting Operations, this position provides financial operations accounting advice, support to end-users with their requests predominately related to salary…

Developing Investment Advisor - Edmonton & Calgary

Calgary, AB, Canada

$50,000 - $100,000 CAD · Full-time

Apply About employer

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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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