Investment Advisor Associate
3 weeks ago
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 personalized investment advice to meet their needs and goals.
- Develop and implement investment plans that align with clients' risk tolerance and financial objectives.
- Stay up-to-date on market trends and economic conditions to provide informed investment recommendations.
- Collaborate with Investment Advisors to deliver exceptional client service and achieve business goals.
- Participate in ongoing training and professional development to enhance knowledge and skills.
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 and work effectively in a team environment.
About Us
The Toronto-Dominion Bank (TD) is one of the world's leading financial institutions, serving over 27 million customers in Canada, the United States, and around the world. We are committed to delivering exceptional customer experiences and building a culture of innovation, diversity, and inclusion.
What We Offer
- A competitive salary and bonus structure.
- A comprehensive benefits package, including health and wellness programs.
- Opportunities for professional development and career advancement.
- A dynamic and inclusive work environment.
How to Apply
If you are a motivated and results-driven professional looking to join a leading financial institution, please submit your application, including your resume and cover letter, through our website.
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