Investment Advisor (Future Opportunity)

This position has been closed and is no longer accepting applicants.

Work Location: Calgary, Alberta, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $0 - $0 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.

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. As part of the commitment to OneTD, team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of PWM services.

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. PIA Investment Advisors will conduct an in-depth review of the client's investment goals, philosophies and risk tolerance, and work with them to develop and document their personalized investment strategy.

Accountabilities:

• Develop and leverage your wealth planning discovery skills and expertise to produce a high-quality plan that is relevant to your client's wealth considerations.
• Provide goals-based wealth advice across a full range of product and service solutions.
• Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, rebalancing and make referrals to Wealth or TDCT partners that match the client's needs.
• Prospect, market and develop pipeline for the process of putting business plan into action by identifying and cultivating relationships with potential clients and external referral sources.
• Develop/implement sales strategies to proactively attract, acquire and retain customers/sales opportunities and referrals.
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions/activities as necessary.

Requirements:

• Minimum three (3) years of experience working directly in a client-facing, sales or relationship-focused role.
• Strong relationship building skills and an ability to connect with all types of individuals.
• Passion for financial advisory & planning and a keen interest in portfolio management.
• Undergraduate Degree.
• Licensed with CIRO as a Registered Representative (RR).
• Life Insurance License (LLQP) must be obtained within 3 months of hire.
• CIWM, CFP is an asset.

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 deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

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.

Additional Information:
Please be advised that this job opportunity is subject to provincial regulation for employment purposes.

Accommodation:
Your accessibility is important to us. Please let us know if you'd like accommodations to help us remove barriers so that you can participate throughout the interview process.