Investment Advisor

Position: Investment Advisor Role
Join TD Wealth as an Investment Advisor in Grande Prairie, Alberta, and provide clients with personalized wealth strategies. Focus on clients’ financial goals through tailored advice and portfolio management.

In this role, you will be responsible for conducting in-depth investment assessments for high-net-worth clients at TD Wealth Private Investment Advice. With 5-10 years of experience, you will leverage your strong relationship-building skills to offer comprehensive portfolio recommendations and financial planning solutions. The position also emphasizes marketing strategies to attract new clients and enhance existing relationships for sustained business growth.

Key Responsibilities:

• Conduct detailed investment goal assessments for clients

• Develop and implement personalized wealth management strategies

• Manage portfolio construction, security selection, and rebalancing

• Cultivate and maintain client relationships for mutual growth

• Identify sales opportunities to drive profitability

Requirements:

• 5-10 years of experience in client-facing roles

• Proven ability to build strong interpersonal connections

• Bachelor’s degree and CIRO Registered Representative status

• Must obtain Life Insurance License (LLQP)

• Additional industry certifications (CIWM, CFP) are a plus

Contribute your expertise in finance and relationship building at TD Wealth to enhance clients' financial futures.
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