Join TD Wealth as an Associate Investment Advisor in Kingston, Ontario, where you can make a difference in client wealth planning. Offer tailored investment advice and solutions to a diverse clientele.
In this key role, you’ll collaborate with Investment Advisors to enhance client satisfaction through exemplary service and proactive account management. This position emphasizes mentorship and guidance, with an expectation to solve complex issues independently while achieving business development goals. You'll manage end-to-end processes to foster successful investment strategies.
Key Responsibilities:
• Understand client needs and manage investment portfolio
• Deliver high-quality advice across diverse investment products
• Document financial planning processes thoroughly
• Directly support and mentor client service staff
• Collaborate with TD partners for comprehensive service offerings
Requirements:
• Degree or Diploma with 3+ years in wealth management
• CIRO Registered Representative license eligibility
• Optional: CIWM, CFA, CIM, or CFP designations
• Excellent relationship-building capabilities
• Solid independent and team collaboration skills
Drive your wealth management career forward with TD Wealth's experienced team.
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📌 TD Wealth Associate Investment Advisor Role (Ontario)
🏢 TD
📍 Ontario