Enhance your finance career as an Investment Advisor Associate with TD Wealth in Kingston, Ontario. Provide personalized investment strategies and support to high-value clients, ensuring optimal service delivery.
This role requires supporting lead Investment Advisors in managing client relationships and business development. You will deliver top-notch advice across various investment products and cultivate strong client partnerships. Your financial planning expertise will contribute to the team's success, while independent judgment and problem-solving will be crucial in managing client portfolios.
Key Responsibilities:
• Manage client accounts and understand their needs
• Provide comprehensive investment advice across products
• Develop high-quality financial plans through structured processes
• Mentor team members and oversee project work
• Collaborate with other TD areas for client referrals
Requirements:
• Undergraduate Degree or Diploma with 3+ years in wealth management
• Ability to obtain CIRO Registered Representative license
• Optional designations: CFA, CIM, or CFP
• Solid interpersonal communication skills
• Proven ability to work independently and collaboratively
Leverage your investment knowledge and client relationship skills to make a significant impact at TD Wealth.
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