Associate Investment Advisor

TD Bank

Orillia, Ontario, Canada
Base: $0.00 - $0.00 cad; bonus/equity: commission ...
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Client management
Investment advice
Financial planning expertise
** The Associate Investment Advisor position at TD Bank in Orillia, Ontario, focuses on supporting Investment Advisors with client management and delivering personalized investment advice. The role requires strong communication skills and expertise in wealth management, along with a commitment to client satisfaction and team collaboration. **

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.
  • 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. Growth opportunities and skill development are defining features of the colleague experience at TD.

Matching Summary

Match Score: 75

** The Associate Investment Advisor position at TD Bank in Orillia, Ontario, focuses on supporting Investment Advisors with client management and delivering personalized investment advice. The role requires strong communication skills and expertise in wealth management, along with a commitment to client satisfaction and team collaboration. **

Salary

Base: $0.00 - $0.00 CAD; Bonus/Equity: commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • client management
  • investment advice
  • financial planning expertise
  • risk management
  • professional service delivery

Nice-to-have

  • holistic goals discovery approach
  • positive professional team environment
  • emerging trends awareness

Key Requirements

  • Over 3 years of experience in wealth management
  • Licensed with CIRO as a Registered Representative (RR)
  • Complete Wealth Management Essentials (WME) within 18 months
  • Insurance licensed (LLQP) or willingness to obtain within 1 year

Work Rights

Not specified

Tailored Resume

Cover Letter