Investment Advisor Program Wealth

Position: Investment Advisor Program at TD Wealth
Unlock your potential as a Developing Investment Advisor with TD Wealth in Abbotsford, British Columbia. Focus on wealth management for high-net-worth clients through expert strategies in this rewarding role.

At TD Wealth, we are looking to fill the Developing Investment Advisor role, designed to empower you with the skills necessary for success in wealth management. Through targeted training, you'll enhance your financial knowledge and client relationship skills. Ideal candidates will thrive on relationships and have a commitment to exemplary client service.

Key Responsibilities:

• Build and nurture a client base of wealthy individuals

• Design and implement comprehensive investment strategies

• Recommend optimal portfolio management techniques

• Execute strategic marketing to grow client relationships

• Collaborate with clients and TD Partners for comprehensive solutions

Requirements:

• Bachelor’s degree in business, finance, or a related field

• 3+ years of sales experience in a client-focused role

• CIRO Registered Representative licensing

• Strong knowledge of investment practices

• Life Insurance License (LLQP) required within 6 months

Drive your career forward in the investment space with TD Wealth.
#J-18808-Ljbffr