Developing Investment Advisor (Kelowna)

Job Summary

TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada’s premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA offers high-net-worth clients the opportunity to establish a one‑on‑one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs. We are hiring Developing Investment Advisors to join our Developing Investment Advisor Program, a highly specialized program that accelerates successful client portfolio building for high‑net‑worth clients.

Work Location

Kelowna, British Columbia, Canada

Hours

37.5 hours per week

Line Of Business

TD Wealth

Pay Details

$50,000 – $100,000 CAD, eligible for commission‑based earnings. Base pay may vary based on skills, experience, job‑related knowledge, location, and other needs. We encourage candidates to discuss compensation with recruiters.

Accountabilities

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop comprehensive wealth management and investment strategies for clients based on their needs.
• Make recommendations on portfolio construction, security selection, monitoring, and rebalancing.
• Execute a business plan focused on building client base and market share through prospecting, marketing, and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources.
• Develop and implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth.
• Take a OneTD approach by establishing beneficial relationships between clients and TD Partners to provide goal‑based wealth advice across a full range of products and services.
• Protect the interests of the organization – identify and manage risks effectively.

What Your Profile Looks Like

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

Industries

Investment Banking

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