Waterloo, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $42,500 - $57,500 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. Are you a dedicated account manager in tune to the needs of high value brokerage clients?

Can you provide professional and flawless service delivery in support of your designated Investment Advisor and team of Advisors? Then, the role of Associate Investment Advisor might be the right fit for you. This role is responsible for supporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf through the delivery of advice and planning support, client management and business development.

In this role, you will provide dedicated investment support to client accounts within the IAs book of business to help them achieve client advisory and business goals. Provide high quality investment advice, across the full range of products (registered and non-registered, equities, fixed income, foreign, domestic and more) to ensure full client satisfaction. Demonstrate financial planning expertise to produce high quality plans through a well-developed and documented Investment and Wealth Planning process.

Oversee projects or work streams within broader projects and provide mentorship. TD Canada Trust, TD Commercial Bank, TD Securities) Direct support staff in the professional and personable delivery of client service Assist in the achievement of business goals by dedicatedly attracting, acquiring and retaining customers and referrals. Maintain a culture of risk management, adhere to internal policies and procedures.

Monitor service quality and productivity; implement continuous improvement. Participate fully as a team member, support a positive skilled team workplace, and willingly assist,



coach and guide others in the completion and performance of work activities.

Undergraduate

Degree or Community College Diploma with over 3 years of experience in working directly with, or in support of, the wealth management needs of clients preferred. Ability to become licensed with Canadian Investment Regulatory Organization of Canada (CIRO) as a Registered Representative (RR) and maintain license in positive standing.

Optional: Certified International Wealth Manager (CIWM) designation, Certified Financial Analyst (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP) Robust conceptual and practical knowledge within an area of expertise and in broader areas Strong communication skills with ability to build relationships and work confidentially, independently as well as in a team. TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total

Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals.

Total

Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development,



and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Here at TD, we hire and develop the best.

Training & Onboarding: We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. We do our best to communicate outcomes to all applicants by email or phone call. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language

Requirement (Quebec only): Sans Objet At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion: At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Helping to Make an Impact in Communities – TD Ready Commitment: TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.

Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

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