Associate Investment Advisor

TD

Orillia, Ontario, Canada
Base: not specified; bonus/equity: commission base...
Investment advice delivery
Client management skills
Financial planning expertise
This role is responsible for supporting lead Investment Advisors by delivering advice and planning support. TD is committed to providing fair compensation and growth opportunities for all colleagues. The company fosters a respectful workplace where diverse perspectives are valued and everyone has fair opportunities to grow

Job Summary

  • This role is responsible for supporting lead Investment Advisors by delivering advice and planning support. TD is committed to providing fair compensation and growth opportunities for all colleagues. The company fosters a respectful workplace where diverse perspectives are valued and everyone has fair opportunities to grow.

Matching Summary

This role is responsible for supporting lead Investment Advisors by delivering advice and planning support. TD is committed to providing fair compensation and growth opportunities for all colleagues. The company fosters a respectful workplace where diverse perspectives are valued and everyone has fair opportunities to grow.

Salary

Base: Not specified; Bonus/Equity: Commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment advice delivery
  • Client management skills
  • Financial planning expertise

Nice-to-have

  • Relationship building skills
  • Mentorship abilities
  • Team collaboration

Key Requirements

  • Undergraduate degree or diploma
  • 3 years of experience in wealth management
  • Licensed with CIRO as Registered Representative

Work Rights

Not specified

Tailored Resume

Cover Letter