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TD Wealth Developing Investment Advisor Position

Company

TD

Location

surrey, bc

Posted

June 06, 2026

Position Overview

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: β€’ Build strong relationships with high-net-worth clients β€’ Develop and implement wealth management strategies β€’ Advise on and monitor client investment portfolios β€’ Conduct targeted marketing and prospecting initiatives β€’ Work closely with TD partners for comprehensive financial advice

Requirements: β€’ Undergraduate degree in finance, business, or economics β€’ CIRO Registered Representative license nece...

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