Wealth Planning Associate - Investment Advisor Support (Alberta)

Wealth Planning Associate - Investment Advisor Support (Alberta)

17 Sep
|
TD Bank Group
|
Alberta

17 Sep

TD Bank Group

Alberta

TD Private Wealth Management propose un poste d'Associate Investment Advisor à Calgary. Le rôle consiste à soutenir l'Investment Advisor responsable et son équipe, en gérant un portefeuille client et en fournissant des conseils et une planification personnalisés.
Idéalement, vous avez un diplôme universitaire ou collégial avec plus de 3 ans d'expérience en gestion de patrimoine et la capacité d'obtenir une licence CIRO; des certifications comme CIWM/CFA/CIM/CFP sont un plus.

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📌 Wealth Planning Associate - Investment Advisor Support (Alberta)
🏢 TD Bank Group
📍 Alberta

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