Investment Advisor

Elevate your career at TD Wealth as a Developing Investment Advisor in Kelowna, British Columbia. Engage with high-net-worth clients and customize investment strategies in a supportive environment.

Join TD Wealth to grow as a client-focused Developing Investment Advisor. In this specialized program, you will gain in-depth knowledge in investments, financial strategies, and client relationship management.

Your role will involve working closely with clients to build personalized portfolios while participating in enhanced training and support that TD provides.

Key Responsibilities:

• Build a client base of high-net-worth individuals

• Develop comprehensive wealth management strategies

• Make recommendations on portfolio construction and monitoring

• Implement a business plan to attract potential clients

• Cultivate relationships with external referral sources

Requirements:

• Undergraduate Degree in finance, business, or economics

• Licensed as a Registered Representative with CIRO

• 3+ years in a client-facing sales role

• Excellent communication and interpersonal skills

• Life Insurance License must be obtained within 6 months

Drive financial success and develop your expertise with TD Wealth in Kelowna.
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