16 Oct
|
The Toronto-Dominion Bank (Canada)
|
Kitchener
16 Oct
The Toronto-Dominion Bank (Canada)
Kitchener
Explore a career as an Associate Investment Advisor with TD in Kitchener, Ontario. This role emphasizes client management, financial planning, and investment expertise while supporting a lead Investment Advisor. In this position, you will manage client relationships, delivering personalized investment advice tailored to their unique needs.
Your expertise will cover a wide range of investment products and services while collaborating with a team of advisors. Additionally, you'll actively support business development and ensure risk management practices are upheld. Key Responsibilities:
- Manage a diverse client base and address their needs
- Provide high-quality, personalized investment advice
- Develop and document comprehensive financial plans
- Oversee project work and mentor support staff
- Facilitate collaboration with other TD business areas Requirements:
- Bachelor’s degree or college diploma and 3+ years of experience
- Ability to obtain CIRO registration as a Registered Representative
- Optional designations: CFA, CIM, CFP, CIWM
- Robust relationship-building and communication skills
- Robust knowledge of wealth management practices Bring your investment acumen and commitment to client success to TD Private Wealth Management.
📌 Wealth Management Investment Advisor Kitchener
🏢 The Toronto-Dominion Bank (Canada)
📍 Kitchener