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 robust 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. #J-18808-Ljbffr
📌 Investment Advisor Associate at TD Wealth (Winnipeg)
🏢 TD
📍 Winnipeg