Associate Investment Advisor

TD Bank

Edmonton, Alberta, Canada
Base: $42,500 - $57,500 cad; bonus/equity: commiss...
Client management and business development
Provide high quality investment advice
Financial planning expertise
TD Private Wealth Management provides personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach

Job Summary

  • TD Private Wealth Management provides personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach.
  • This role is responsible for supporting lead Investment Advisors by delivering advice, planning support, client management, and business development.
  • TD offers a Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and career development opportunities.

Matching Summary

TD Private Wealth Management provides personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach.

Salary

Base: $42,500 - $57,500 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Not specified

Skills & Requirements

Must-have

  • Client management and business development
  • Provide high quality investment advice
  • Financial planning expertise
  • Risk management and adherence to policies
  • Monitor service quality and productivity

Nice-to-have

  • Sophisticated and holistic goals discovery
  • Supportive and rewarding career growth
  • Remarkably human and refreshingly simple
  • Foster deeper relationships

Key Requirements

  • Over 3 years of experience in wealth management support
  • Ability to become licensed with CIRO as a Registered Representative
  • Undergraduate Degree or Community College Diploma

Work Rights

Not specified

Tailored Resume

Cover Letter