Develop as an Investment Advisor in Kelowna with TD Wealth, using investment knowledge and relationship-building skills with high-net-worth clients.
TD Wealth's Developing Investment Advisor Program supports candidates building client portfolios through technical, financial, and interpersonal development. You will receive enhanced coaching, in-branch training, and practice management support while developing a business serving high-net-worth clients. The work includes customized wealth advice, portfolio recommendations, and business development.
Key Responsibilities:
- Build a client base of high-net-worth clients, families, and business owners
- Develop wealth management and investment strategies based on client needs
- Recommend portfolio construction, security selection, monitoring, and rebalancing
- Prospect, market, and cultivate referral-source relationships
- Establish beneficial relationships between clients and TD Partners
Requirements:
- Undergraduate degree in finance, business, economics, or related discipline
- Current Registered Representative license with CIRO
- Three-plus years in client-facing, sales, or relationship-focused work
- Deep knowledge of investments, markets, and portfolio management
- Obtain the Life Insurance License within six months
Build your TD Wealth practice through investment strategy, prospecting, and relationship management for high-net-worth clients in Kelowna.
Developing Investment Advisor Kelowna employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
