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...