Investment Advisor Associate

2 weeks ago

London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role

We are seeking a highly skilled and dedicated Associate Investment Advisor to join our team. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors and clients by providing exceptional investment advice and planning support.

Key Responsibilities

  • Manage client relationships and provide high-quality investment advice to ensure client satisfaction.
  • Develop and implement investment plans that meet client needs and goals.
  • Collaborate with Investment Advisors to deliver exceptional client service and support.
  • Stay up-to-date on market trends and emerging issues to provide informed advice to clients.
  • Participate in business development activities to attract and retain clients.
  • Contribute to a positive and inclusive team environment by sharing knowledge and expertise with colleagues.

Requirements

  • Undergraduate degree or community college diploma with over 3 years of experience in wealth management.
  • Licensed as a Registered Representative (RR) with the Investment Industry Regulatory Organization of Canada (IIROC).
  • Optional: Certified International Wealth Manager (CIWM), Certified Financial Accountant (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP) designation.
  • Strong communication and interpersonal skills with ability to build relationships and work confidentially.

About Us

The Toronto-Dominion Bank (TD) is one of the world's leading global financial institutions. We are committed to delivering legendary customer experiences and making a positive impact in the communities we serve. Our colleagues are passionate about helping our customers achieve their financial goals and we are dedicated to providing a supportive and inclusive work environment.

What We Offer

  • Competitive compensation and benefits package.
  • Opportunities for career growth and development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.

How to Apply

If you are a motivated and customer-focused individual who is passionate about delivering exceptional investment advice, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information].

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