HNW Private Wealth Advisor – Growth & StrategyTD Securities • Kelowna, Regional District of Central Okanagan, CA
HNW Private Wealth Advisor – Growth & Strategy
TD Securities • Kelowna, Regional District of Central Okanagan, CA
5 days ago
Job type
- Full-time
Job description
A leading financial services firm in Kelowna is seeking a Developing Investment Advisor to offer customized wealth management solutions to high-net-worth clients. This entry-level position involves building a client base, developing investment strategies, and maintaining compliance requirements. Ideal candidates should have a degree in finance or related fields and at least 3 years of experience in client-facing roles. The firm offers a competitive salary, and eligibility for commission-based earnings.
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Wealth Advisor • Kelowna, Regional District of Central Okanagan, CA
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