Investment Advisor at TD Wealth

Join TD Wealth in Vancouver as an Investment Advisor, crafting tailored investment strategies for high-net-worth clients. This role emphasizes portfolio management and strategic client relationship building.

As part of TD Wealth, you will focus on developing a diverse client base while offering innovative investment solutions. You will be responsible for providing comprehensive wealth management advice and executing a strategic business plan that enhances both client satisfaction and organizational growth.

Key Responsibilities:

• Build and sustain relationships with HNW and UHNW clients

• Create comprehensive investment and wealth strategies

• Recommend security selections and portfolio adjustments

• Drive business plans to enhance client acquisition

• Collaborate with TD teams for full-service wealth advice

Requirements:

• Finance or related degree required

• CIRO Registered Representative license necessary

• Minimum of 3 years in sales or client management

• Extensive knowledge of markets and investment strategies

• Ensure compliance and uphold ethical client service

Leverage your investment knowledge and client relations skills to thrive as an Advisor with TD Wealth.
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