Associate Investment Advisor

TD Bank

Orangeville, Canada
Base: $0,00 - $0,00 cad; bonus/equity: commission ...
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Client relationship management
Investment product knowledge
Financial planning expertise
** TD Bank is seeking an Associate Investment Advisor in Orangeville, Canada, to support high-value brokerage clients by providing personalized investment advice and managing client relationships. The role requires strong communication skills, relevant financial certifications, and a commitment to client satisfaction. **

Job Summary

  • This role is responsible for supporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf through the delivery of advice and planning support, client management and business development.
  • You will provide high quality investment advice, across the full range of products (registered and non-registered, equities, fixed income, foreign, domestic and more) to ensure full client satisfaction.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

Match Score: 75

** TD Bank is seeking an Associate Investment Advisor in Orangeville, Canada, to support high-value brokerage clients by providing personalized investment advice and managing client relationships. The role requires strong communication skills, relevant financial certifications, and a commitment to client satisfaction. **

Salary

Base: $0,00 - $0,00 CAD; Bonus/Equity: Commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment product knowledge
  • Financial planning expertise
  • Risk management adherence

Nice-to-have

  • Holistic goals discovery approach
  • Supportive team environment
  • Continuous improvement mindset

Key Requirements

  • Over 3 years of experience in wealth management
  • Licensed with CIRO as a Registered Representative (RR)
  • Required to complete Wealth Management Essentials (WME)
  • Insurance licensed (LLQP) or willingness to obtain

Work Rights

Not specified

Tailored Resume

Cover Letter