Support high-value brokerage clients as an Associate Investment Advisor with TD Wealth in Waterloo, Ontario, applying investment advice and planning expertise.

This full time position supports a lead Investment Advisor or team of Advisors within TD Private Investment Advice. You will manage client accounts, provide advice across registered and non-registered products, and develop documented Investment and Wealth Planning solutions. The work also includes client management, business development, service oversight, and collaboration with other TD areas.

Key Responsibilities:

- Manage client relationships and understand individual needs
- Provide investment advice across diverse product categories
- Produce documented investment and wealth plans
- Support referrals, customer acquisition,



and retention
- Monitor service quality and implement continuous improvement

Requirements:

- Undergraduate degree or community college diploma preferred
- Over three years supporting wealth management clients preferred
- Ability to obtain and maintain CIRO Registered Representative licensing
- Strong communication and relationship-building skills
- Ability to work confidentially, independently, and collaboratively

Bring client management, investment advice, and financial planning expertise to TD Wealth’s Waterloo advisory team.

📌 Associate Investment Advisor Waterloo (Canada)
🏢 TD Bank Group
📍 Canada