Build high-net-worth client relationships with TD Wealth in Abbotsford, using investment knowledge and entrepreneurial business development skills. This program includes enhanced coaching and training.

As a Developing Investment Advisor, you will grow a client portfolio through comprehensive wealth strategies, prospecting, and relationship management. TD Wealth Private Investment Advice serves high-net-worth clients seeking dedicated advice while participating in portfolio decisions. The program develops technical, financial, and interpersonal knowledge through systems, product, service, and practice management support.

Key Responsibilities:

- Build a 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




- Execute business plans through prospecting, marketing, and pipeline development
- Establish beneficial relationships with TD Partners for goal-based advice

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 Life Insurance License within six months of hire

Develop your TD Wealth practice through client strategy, portfolio recommendations, prospecting, and ethical relationship management in Abbotsford.

📌 Developing Investment Advisor TD Wealth (Abbotsford)
🏢 TD Bank Group
📍 Abbotsford