Investment Advisor Associate

2 weeks ago

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

Job Summary

We are seeking a highly skilled and dedicated Associate Investment Advisor to join our team at The Toronto-Dominion Bank (Canada). As an Associate Investment Advisor, you will play a critical 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, expertise, and best practices.

Requirements

  • Undergraduate degree or community college diploma with over 3 years of experience in wealth management or a related field.
  • 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 the ability to build relationships and work independently or as part of a team.

About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading financial institutions, serving over 27 million households and businesses in Canada, the United States, and around the world. We are committed to delivering legendary customer experiences and making a positive impact in the communities we serve.

Total Rewards Package

We offer a comprehensive Total Rewards package that includes a competitive salary, variable compensation, and a range of benefits and programs to support your physical, mental, and financial well-being. Our benefits include health and wellness programs, retirement savings plans, paid time off, and career development opportunities.

Accommodation

We are committed to providing a barrier-free and inclusive work environment. If you require accommodations during the interview process, please let us know in advance so we can make necessary arrangements.

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