Investment Advisor Program with TD Wealth (Comox)

Elevate your investment career with TD Wealth as a Developing Investment Advisor. This unique program provides specialized training to help you build a successful client portfolio with high-net-worth clients. TD Wealth Private Wealth Management is seeking passionate, entrepreneurial professionals ready to engage with high-net-worth clients. Participants in the Developing Investment Advisor Program will receive enhanced coaching, training in sales strategies, and practical support. This effort aims to empower you to grow your practice while cultivating long-lasting client relationships and honing your investment skills. Key Responsibilities: • Build a client base of high-net-worth and ultra-high-net-worth clients • Develop tailored wealth management and investment strategies • Recommend construction and rebalancing of clients’ portfolios • Execute business plans focused on client acquisition and retention • Establish beneficial relationships among clients and TD partners Requirements: • Undergraduate degree in finance, business, or related field • Licensed Registered Representative with CIRO • 3+ years of experience in client-facing roles • Knowledge of investment markets and portfolio management • Commitment to compliance and ethical client service Become a trusted Investment Advisor and empower clients to thrive in their financial journey. Apply on Kit Job: kitjob.ca/job/2os61h