Drive client success in your recent role as Associate Investment Advisor at TD Wealth in Kingston, Ontario. Focus on delivering quality investment support and driving business growth. This associate position involves working closely with lead Investment Advisors to provide top-tier service for high-value clients.

The role combines client management and investment advice across a range of products, fostering a cooperative workplace while mentoring support staff. Your ability to solve challenges and maintain high service standards will be essential. Key Responsibilities:
Manage and fulfill client investment needs
Provide a wide range of investment advice
Produce detailed and effective financial plans
Guide and mentor service delivery staff
Keep informed on market trends impacting clients Requirements:
Undergraduate Degree or Community College Diploma with 3+ years of experience
Licensure as CIRO Registered Representative expected
Optional qualifications: CFA, CIM, or CFP
Proven communication and relationship management skills
Ability to perform both independently and as part of a team Utilize your investment expertise to support client success with TD Wealth.

📌 Investment Advisor Associate In Kingston, Ontario (Canada)
🏢 TD
📍 Canada