About the Role
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 nece...
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 nece...
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