Become an integral part of TD Wealth as a Client-Focused Investment Advisor in Vancouver. Engage with high-net-worth clients and provide personalized wealth management solutions.
In this role, you will be responsible for building a strong financial advisory practice by developing client relationships and deploying effective wealth strategies. You will leverage your experience to construct investment portfolios while ensuring compliance with regulatory standards.
Key Responsibilities:
• Develop a robust portfolio of HNW clients and business owners
• Craft bespoke investment management and wealth strategies
• Provide portfolio recommendations and performance monitoring
• Execute proactive client acquisition strategies
• Foster interdepartmental partnerships to enhance service delivery
Requirements:
• Bachelor's degree in finance, economics, or business
• Registered Representative licensing through CIRO required
• 3+ years in a relationship-driven sales ro...