Developing Investment Advisor (Vancouver Island)
TD Bank Group(1 month ago)
About this role
A Developing Investment Advisor in TD Wealth Private Investment Advice participates in a structured program to build a client portfolio serving high-net-worth and ultra-high-net-worth clients. The role provides enhanced coaching, in-branch training, and practice management support to accelerate technical, financial, and interpersonal development. Participants are supported to grow their business through strategic development and TD partner collaboration and are eligible for commission-based earnings.
Required Skills
- Client Acquisition
- Wealth Management
- Portfolio Construction
- Investment Analysis
- Prospecting
- Sales Strategy
- Relationship Management
- Compliance
- Communication
- Business Development
Qualifications
- Undergraduate Degree in Finance, Business or Economics
- Registered Representative (CIRO)
- CFP
- CIM
- CFA
- Life Insurance License (LLQP)
About TD Bank Group
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