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 solid 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
- Strong 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.
📌 Investment Advisor Associate at TD Wealth (Kingston)
🏢 TD
📍 Kingston