Elevate your finance career at TD as an Associate Investment Advisor in Toronto. Work closely with Investment Advisors to provide exceptional service to high-net-worth clients.
This role focuses on supporting the lead Investment Advisor in managing client accounts, delivering tailored investment solutions, and engaging in financial planning. You will play an significant role in mentoring other team members and participating in projects to improve service quality. Robust problem-solving skills will ensure effective client management and satisfaction.
Key Responsibilities:
• Manage client portfolios in alignment with their needs
• Deliver effective investment advice across product ranges
• Execute detailed financial planning strategies




• Tackle client concerns and complex issues independently
• Guide junior advisors and oversee specific projects
Requirements:
• Undergraduate Degree or Diploma with over 3 years of relevant experience
• Eligibility for CIRO licensing as a Registered Representative
• Excellent communication and relational skills
• Optional certifications: CIWM, CFA, CIM, CFP
• Robust knowledge of investment management and products
Bring your client servicing abilities to TD and contribute to a rewarding banking experience.
#J-18808-Ljbffr

📌 Toronto-Based Investment Advisor Assistant (Calgary)
🏢 TD
📍 Calgary