TD Private Wealth Management seeks an Investment Representative to support client meetings, prepare documents, and analyze accounts. You will create client reports, mentor on products and services, and identify referral opportunities while maintaining compliant, high-quality service.
The role requires CIRO licensing, an undergraduate degree or diploma, and 1–2 years of relevant industry experience. Expect growth opportunities and a team-oriented, client-focused workplace at TD Wealth.
J-18808-Ljbffr
📌 Private Wealth Client Advisor Burnaby (Canada)
🏢 TD
📍 Canada