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 adviceRequirements:• Undergraduate degree in finance, business, or economics• CIRO Registered Representative license necessary• Minimum 3 years' experience in sales or client relationship roles• Strong investment knowledge and market insights• Obtain Life Insurance License within 6 monthsEmbark on a fulfilling wealth management career at TD Wealth, focusing on personalized client engagement and financial planning.#J-18808-Ljbffr
Td Wealth Developing Investment Advisor Position
TD
surrey, surrey
Published 24 days ago
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