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TD Wealth Private Investment Advice is a premier full-service brokerage and wealth management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada. We help clients discover and achieve what truly matters to them while providing exceptional client experiences along the way. Our expertise in working with high net-worth and ultra-high-net-worth clients makes us the wealth firm of choice for those who value tailored service and advice through all of life's stages. We are growing at a pace that is unmatched by our competitors. We will continue to evolve our business as we strive to be the most client and employee-centric wealth management firm in Canada. TD Wealth PIA has 750+ Investment Advisors located in 86 branches across Canada.
The Investment Advisor will attract and advise on the financial assets of high net-worth clients looking for the opportunity to establish a one-on-one relationship with a dedicated professional while maintaining active participation in the decisions regarding their financial affairs. The IA will conduct an in-depth review of the client's investment goals, philosophies and risk tolerance, and work with them to develop and document their personalized investment strategy which includes advice on financial products, insurance, and estate planning.Job Description
Are you interested in learning more? Opportunity to have a coffee chat with a TD Wealth Branch Manager!
Are you an experienced Investment Advisor located anywhere in Kelowna looking for a rewarding place to work with an amazing company culture? Or are you an investment professional who wants to provide holistic advice to your clients? If so, you won't want to miss this opportunity!
You will have the unique opportunity to have a 1 on 1 chat with one of our Branch Mangers and gain insights into the model, benefits and advantages of TD Wealth Private Investment Advice and learn why we are an industry leader among clients and advisors. Come see why you should explore a career with TD Wealth!
***Only those selected will be paired with a Manager for a virtual coffee chat for Experience Investment Advisor candidates only***
#TDWealthPIAAdvantageRequirements EXPERIENCE & EDUCATION
- Undergraduate Degree
- Licensed with IIROC as a Registered Representative (RR)
- Life Insurance License (LLQP) must be obtained with within 3 months of hire
- CIM, CFP is an asset
- Minimum three - five years of experience working directly in a client-facing, sales or relationship-focused role
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Management and Executive