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Associate Investment Advisor

2 months ago

Oakville, Ontario, Canada TD Full time

About the Role

The Associate Investment Advisor is a key member of the TD Wealth Private Investment Advice team, responsible for providing exceptional client service and delivering tailored investment advice to high net worth individuals.

Key Responsibilities

  1. Business Development: Develop and execute a sales plan to attract new clients and grow existing relationships.
  2. Relationship Management: Build and maintain strong relationships with clients, delivering a legendary client experience through exceptional communication and service.
  3. Investment Management: Provide investment advice and recommendations in alignment with the strategic direction of the lead Investment Advisor or team.
  4. Financial Planning: Develop and implement comprehensive financial plans for clients, including investment and wealth planning.
  5. Talent Management: Coach and mentor support staff to ensure they have the skills and knowledge needed to succeed in their roles.

Requirements

  1. Educational Background: Undergraduate degree or community college diploma.
  2. Licenses and Certifications: Licensed with IIROC as a Registered Representative (RR) and insurance licensed (LLQP) or willingness to obtain within 1 year.
  3. Experience and Skills: Minimum three years' experience working directly with wealth management needs, current industry experience with advising investment portfolios, and strong financial acumen.

About TD

TD is a global leader in the financial services industry, offering a legendary client experience to over 27 million households and businesses.

What We Offer

We are committed to providing a competitive compensation package, opportunities for professional development, and a comprehensive benefits program.