Work Location: Grande Prairie, Alberta, Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: $0 - $0 CAD
This role is eligible for commission based earnings.

Overview

TD Wealth Private Investment Advice (TDW PIA) is a premier full‑service brokerage firm that offers high‑net‑worth clients a one‑on‑one relationship with a dedicated Investment Advisor. The Advisor conducts an in‑depth review of each client’s investment goals, philosophies, and risk tolerance to develop and document a personalized investment strategy that includes advice on financial products, insurance, and estate planning. The role focuses on providing goals‑based wealth advice, managing portfolio construction, security selection, monitoring, rebalancing, and making referrals to complementary partners.

Accountabilities

• Develop and leverage wealth planning discovery skills to produce a high‑quality plan relevant to clients’ wealth considerations.
• Provi...