Elevate your career at TD Wealth as an Investment Advisor Support Associate based in Kelowna, British Columbia. Focus on enhancing client experiences through expert planning and relationship management. In this role, you’ll collaborate closely with Investment Advisors to provide exceptional service and planning support.

Your responsibilities will involve matching clients with suitable products, engaging in the wealth planning process, and actively participating in client discussions. This position allows you to utilize your financial planning skills to foster client retention and satisfaction while maintaining high service quality standards. Key Responsibilities:

- Support Investment Advisors in delivering tailored client solutions




- Participate in wealth planning meetings and organize events
- Build and maintain robust relationships with clients
- Monitor service quality and suggest improvements
- Ensure compliance with policies and procedures Requirements:
- Undergraduate degree or community college diploma desired
- Registered Representative (RR) license required
- 1-2 years of relevant experience preferred
- Strong communication and teamwork skills
- Familiarity with financial planning and investment products Bring your dedication to client satisfaction and financial expertise to TD Wealth’s team in Kelowna.

📌 Investment Advisor Support Associate (Kelowna)
🏢 TD
📍 Kelowna