Position Overview
Take the next step in your career as a Developing Investment Advisor with TD Wealth in Vancouver. Engage with high-net-worth clients and provide specialized investment planning and management.
Your main responsibilities will include developing wealth management strategies and fostering long-term client relationships. You will be armed with the latest trends to make informed recommendations for portfolio management and risk assessment.
Key Responsibilities:
β’ Cultivate and maintain a high-net-worth client base
β’ Develop personalized investment strategies for clients
β’ Advise on portfolio construction and monitoring processes
β’ Develop a business plan for market penetration and client acquisition
β’ Collaborate for comprehensive wealth advice across partnerships
Requirements:
β’ Bachelorβs degree in finance, economics, or related areas
β’ Registered Representative licensure with CIRO
β’ 3+ years in a relat...