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Retail Investment Specialist

Calgary, AB
Full Time
5 days ago
Company Overview

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Job Description
As a self-motivated investment specialist, Retail Investment Specialists are in constant search to create experiences that deepen the client relationship with TD. Their primary goal is to consolidate assets held outside of TD through key prospecting activities which center around proactive phone outreach, lead generation and customer referrals. RIS are dynamic and dedicated professionals who will find the right solutions for their clients every time.
Success as a RIS revolves around effective proactive outreach, time management, sales pipeline management, leads generation, and booking future appointments which leverage their experience in providing elevated investment advice. The opportunity to enhance a healthy base compensation with a strong variable compensation is an important motivational factor for a RIS. Above all else, RIS proudly deliver a unique experience - that fosters a relationship of trust and confidence with our clients. This role requires a mutual fund license (MFDA) and seasoned experience providing mutual fund advice is critical to your success.

Accreditation Requirements
• Mutual funds license (IFIC, CSC or equivalent) required
• Successful completion of PFP within 24 months
Customer Experience
• Provide exceptional money-in advice at every customer interaction



At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Banking, Finance and Insurance