Developing Investment Advisor - Vancouver, Richmond & Coquitlam
TD Bank Group(1 month ago)
About this role
A Developing Investment Advisor within TD Wealth Private Investment Advice participates in an accelerated program to build a practice serving high-net-worth and ultra-high-net-worth clients. The role provides coaching, branch training, and practice management support to develop technical, financial, and interpersonal capabilities while growing a client portfolio.
Required Skills
- Wealth Management
- Investment Strategies
- Portfolio Management
- Business Development
- Prospecting
- Client Relationships
- Communication
- Compliance
- Financial Analysis
- Sales
Qualifications
- Undergraduate Degree in Finance
- Registered Representative (CIRO)
- CFP
- CIM
- CFA
- Life Insurance Licence (LLQP)
About TD Bank Group
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