Investment Advisor Associate

3 weeks ago

Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time
Job Title: Associate Investment Advisor

We are seeking a highly skilled and motivated Associate Investment Advisor to join our team at TD Private Wealth Management. As an Associate Investment Advisor, you will play a key role in supporting our Investment Advisors in delivering exceptional client service and achieving business goals.

Key Responsibilities:
  • Manage client relationships and provide high-quality investment advice to ensure client satisfaction.
  • Develop and implement investment plans to meet client goals and objectives.
  • Collaborate with Investment Advisors to identify business opportunities and develop strategies to achieve growth.
  • Provide exceptional client service and support to ensure a positive client experience.
  • Stay up-to-date on industry trends and developments to provide expert advice to clients.
Requirements:
  • Undergraduate degree or community college diploma with over 3 years of experience in wealth management or a related field.
  • Licensed with the Investment Industry Regulatory Organization of Canada (IIROC) as a Registered Representative (RR).
  • Strong communication and interpersonal skills with the ability to build relationships with clients and colleagues.
  • Ability to work independently and as part of a team to achieve business goals.
What We Offer:
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health and dental insurance, retirement savings plan, and paid time off.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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