Join TD Wealth as a Developing Investment Advisor in Kelowna, British Columbia, and empower high-net worth clients with customized investment strategies. Emphasize building meaningful client relationships through tailored wealth management solutions.
This role invites you to develop a robust client base and implement effective wealth strategies for diverse individuals and business owners. Your responsibilities will include advising on portfolio construction and security selection, alongside a strong focus on prospecting and referral generation to drive growth. Establish connections with TD Partners to ensure holistic wealth advice.
Key Responsibilities:
• Create wealth management strategies tailored to clients
• Advise on portfolio monitoring and rebalancing strategies




• Cultivate current client relationships through networking
• Execute business plans targeting client acquisition
• Foster collaboration with TD Partners for goal-based advice
Requirements:
• Finance or related undergraduate degree required
• Minimum of 3 years in relationship-focused sales roles
• Active CIRO Registered Representative license
• Strong understanding of investment markets and trends
• Obtain Life Insurance License (LLQP) within 6 months
Leverage your client-oriented approach and investment knowledge to excel as an Investment Advisor at TD Wealth.
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📌 Developing Your Investment Advisor Career (Kelowna)
🏢 TD
📍 Kelowna