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
• Solid 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.
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📌 Wealth Management Investment Advisor Kitchener (Ontario)
🏢 The Toronto-Dominion Bank (Canada)
📍 Ontario
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