Become an integral part of TD Wealth as a Client-Focused Investment Advisor in Vancouver. Engage with high-net-worth clients and provide personalized wealth management solutions.In this role, you will be responsible for building a solid financial advisory practice by developing client relationships and deploying effective wealth strategies. You will leverage your experience to construct investment portfolios while ensuring compliance with regulatory standards.Key Responsibilities:Develop a robust portfolio of HNW clients and business ownersCraft bespoke investment management and wealth strategiesProvide portfolio recommendations and performance monitoringExecute proactive client acquisition strategiesFoster interdepartmental partnerships to enhance service deliveryRequirements:Bachelor's degree in finance, economics, or businessRegistered Representative licensing through CIRO required3+ years in a relationship-driven sales roleIn-depth knowledge of investment and portfolio managementDemonstrated entrepreneurial skills in client engagementUtilize your investment expertise to deliver exceptional financial solutions at TD Wealth.

📌 Developing Investment Advisor - Vancouver, Richmond & Burnaby (North Vancouver)
🏢 TD Wealth
📍 North Vancouver