Investment Advisor Associate

4 weeks ago

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

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 as a Registered Representative (RR) with the Investment Industry Regulatory Organization of Canada (IIROC).
  • Strong communication and interpersonal skills, with the ability to build relationships and work effectively in a team environment.

About TD

The Toronto-Dominion Bank (TD) is one of the world's leading financial institutions, with a commitment to delivering exceptional customer experiences and building long-term relationships with our clients. We offer a comprehensive total rewards package, including a competitive salary, variable compensation, and a range of benefits and perks.

Why Join TD?

At TD, we believe in the importance of diversity, equity, and inclusion. We are committed to creating a workplace that is inclusive and respectful of all colleagues, and we strive to attract and retain top talent from diverse backgrounds. We offer a range of career development opportunities, including training and mentorship programs, to help you achieve your career goals.

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