Kickstart your career at TD Wealth as a Developing Investment Advisor in Surrey, British Columbia. Gain exclusive training focused on building a robust client portfolio.
This role within TD Wealth encourages aspiring advisors to provide expert wealth management services to affluent clients. Candidates will participate in a training program designed to enhance skills in portfolio management, client relationship management, and business strategy development. You'll also maintain compliance and identify risks while effectively serving clients.
Key Responsibilities:
• Build strong relationships with high-net-worth clients
• Develop and implement wealth management strategies
• Advise on and monitor client investment portfolios
• Conduct targeted marketing and prospecting initiatives
• Work closely with TD partners for comprehensive financial advice
Requirements:
• Undergraduate degree in finance, business, or economics
• CIRO Registered Representative license n...