Develop as an Investment Advisor in Kelowna with TD Wealth, using investment knowledge and relationship-building skills with high-net-worth clients.
TD Wealth’s Developing Investment Advisor Program supports candidates building client portfolios through technical, financial, and interpersonal development. You will receive enhanced coaching, in-branch training, and practice management support while developing a business serving high-net-worth clients. The work includes customized wealth advice, portfolio recommendations, and business development.
Key Responsibilities: Build a client base of high-net-worth clients, families, and business owners
Develop wealth management and investment strategies based on client needs
Recommend portfolio construction, security selection, monitoring, and rebalancing
Prospect, market,



and cultivate referral-source relationships
Establish beneficial relationships between clients and TD Partners
Requirements: Undergraduate degree in finance, business, economics, or related discipline
Current Registered Representative license with CIRO
Three-plus years in client-facing, sales, or relationship-focused work
Deep knowledge of investments, markets, and portfolio management
Obtain the Life Insurance License within six months
Build your TD Wealth practice through investment strategy, prospecting, and relationship management for high-net-worth clients in Kelowna.

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📌 Developing Investment Advisor Kelowna (British Columbia)
🏢 TD Bank Group
📍 British Columbia