Developing Investment Advisor Kelowna

Develop as an Investment Advisor in Kelowna with TD Wealth, using investment knowledge and relationship-building skills with high-net-worth clients.

TD Wealth’s Developing Investment Advisor Program supports candidates building client portfolios through technical, financial, and interpersonal development. You will receive enhanced coaching, in-branch training, and practice management support while developing a business serving high-net-worth clients. The work includes customized wealth advice, portfolio recommendations, and business development.

Key Responsibilities:

• Build a client base of high-net-worth clients, families, and business owners
• Develop wealth management and investment strategies based on client needs
• Recommend portfolio construction, security selection, monitoring, and rebalancing
• Prospect, market, and cultivate referral-source relationships
• Establish beneficial relationships between clients and TD Partners

Requirements:

• Undergraduate degree in finance, business, economics, or related discipline
• Current Registered Representative license with CIRO
• Three-plus years in client-facing, sales, or relationship-focused work
• Deep knowledge of investments, markets, and portfolio management
• Obtain the Life Insurance License within six months

Build your TD Wealth practice through investment strategy, prospecting, and relationship management for high-net-worth clients in Kelowna.