Associate Investment Advisor I

TD Ameritrade

Toronto, Ontario, Canada
Base: $42,500 - $57,500 cad; variable: commission ...
Client base management
Investment product knowledge
Financial planning expertise
This role supports lead Investment Advisors by delivering personalized investment advice and planning solutions to high-value brokerage clients

Job Summary

  • This role supports lead Investment Advisors by delivering personalized investment advice and planning solutions to high-value brokerage clients.
  • The position offers a competitive compensation package including base salary ranging from $42,500 to $57,500 CAD plus commission-based earnings.
  • TD provides extensive training, onboarding sessions, and career development opportunities to help colleagues grow their expertise in wealth management.

Matching Summary

This role supports lead Investment Advisors by delivering personalized investment advice and planning solutions to high-value brokerage clients.

Salary

Base: $42,500 - $57,500 CAD; Variable: Commission based earnings; Benefits: Health, savings, retirement programs included

Skills & Requirements

Must-have

  • Client base management
  • Investment product knowledge
  • Financial planning expertise
  • Risk management adherence
  • Business development support

Nice-to-have

  • Strong communication skills
  • Team collaboration abilities
  • Continuous improvement mindset
  • Mentorship experience

Key Requirements

  • Undergraduate degree or college diploma
  • 3+ years wealth management experience
  • CIRO Registered Representative license eligibility
  • CFA, CFP, CIWM, or CIM designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter