Developing Investment Advisor (Surrey/White Rock/Langley)
TD Bank Group(1 month ago)
About this role
Developing Investment Advisor in TD Wealth’s Private Investment Advice program focused on building a client portfolio serving high-net-worth and ultra-high-net-worth clients. The role is part of a structured development program offering coaching, in-branch training, and practice management support to accelerate your advisory practice growth.
Required Skills
- Client Acquisition
- Wealth Management
- Investment Strategy
- Portfolio Management
- Business Development
- Prospecting
- Sales Strategy
- Relationship Management
- Compliance
- Communication
Qualifications
- Undergraduate Degree
- Registered Representative (CIRO)
- CFP
- CIM
- CFA
- Life Insurance License (LLQP)
About TD Bank Group
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