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Investment Advisory Associate

2 months ago

Oakville, Ontario, Canada TD Full time

Sector:
TD Wealth Management

As a candidate, we encourage you to engage in open discussions with your recruiter and inquire about compensation, including the specific salary details of this role.

TD Wealth Private Investment Advice (PIA) offers comprehensive brokerage services tailored for investors with significant portfolios seeking professional, personalized investment guidance and planning, while remaining actively involved in the decision-making process regarding their financial matters.

The Investment Advisory Associate (IAA) reports directly to the Branch Manager and assists the lead Investment Advisor (IA) or a group of IAs.

Client Relationship Management (25%): Providing an exceptional client experience, utilizing CRM tools.
Investment Strategy (20%): Advising and recommending investment options in accordance with the strategic objectives set by the lead IA or team of IAs.
Financial Planning (20%): Engaging in financial planning that encompasses Investment and Wealth Planning (IWP).
Qualifications: Undergraduate Degree or Community College Diploma
Licensed with IIROC as a Registered Representative (RR)
Insurance licensed (LLQP) or willingness to obtain within one year
Relevant industry experience in advising on investment portfolios.
TD is a global leader in the financial services sector, delivering a legendary client experience to over 27 million households and businesses.
We provide opportunities for professional development, training programs, and a competitive benefits package.