TD Wealth Developing Investment Advisor Position
TD
Kickstart your career at TD Wealth as a Developing Investment Advisor in Surrey, British Columbia. Gain exclusive training focused on building a robust client portfolio. This role within TD Wealth encourages aspiring advisors to provide expert wealth management services to affluent clients. Candidates will participate in a training program designed to enhance skills in portfolio management, client relationship management, and business strategy development. You'll also maintain compliance and identify risks while effectively serving clients. Key Responsibilities:
- Build strong relationships with high-net-worth clients
- Develop and implement wealth management strategies
- Advise on and monitor client investment portfolios
- Conduct targeted marketing and prospecting initiatives
- Work closely with TD partners for comprehensive financial advice
- Undergraduate degree in finance, business, or economics
- CIRO Registered Representative license necessary
- Minimum 3 years' experience in sales or client relationship roles
- Strong investment knowledge and market insights
- Obtain Life Insurance License within 6 months
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