TD Wealth Client-Focused Investment Advisor
Job in
Vancouver, BC, Canada
Listed on 2026-06-10
Listing for:
The Toronto-Dominion Bank (Canada)
Full Time
position Listed on 2026-06-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
In this role, you will be responsible for building a strong financial advisory practice by developing client relationships and deploying effective wealth strategies. You will leverage your experience to construct investment portfolios while ensuring compliance with regulatory standards.
Key Responsibilities:
• Develop a robust portfolio of HNW clients and business owners
• Craft bespoke investment management and wealth strategies
• Provide portfolio recommendations and performance monitoring
• Execute proactive client acquisition strategies
• Foster interdepartmental partnerships to enhance service delivery
Requirements:
• Bachelor's degree in finance, economics, or business
• Registered Representative licensing through CIRO required
• 3+ years in a relationship-driven sales role
• In-depth knowledge of investment and portfolio management
• Demonstrated entrepreneurial skills in client engagement
Utilize your investment expertise to deliver exceptional financial solutions at TD Wealth.
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