TD Wealth Developing Advisor Program
Job in
Chilliwack, BC, P2P, Canada
Listed on 2026-06-14
Listing for:
The Toronto-Dominion Bank (Canada)
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
The Developing Investment Advisor Program at TD Wealth focuses on equipping advisors with crucial knowledge in financial planning and client management. You will work closely with high-net-worth clients, developing tailored investment strategies that align with their financial goals. This role centers on building long-lasting client relationships while receiving structured training on the investment landscape.
Key Responsibilities:
• Establish a clientele of HNW & UHNW individuals
• Create detailed wealth-management strategies for clients
• Guide clients through portfolio management and rebalancing
• Formulate a marketing plan to grow client base
• Drive sales strategies for client retention and profitability
Requirements:
• Degree in finance, economics, or related discipline
• CIRO Registered Representative licensing required
• Minimum 3 years in a client-facing role
• Strong insights into investment markets and portfolio management
• Life Insurance License (LLQP) must be completed within 6 months
Take the next step in your career at TD Wealth and transform your advisory potential.
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