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.

📌 Financial and Investment Advisor (Canada)
🏢 TD Bank Group
📍 Canada