Associate Investment Advisor

TD; Markham; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player in wealth management is seeking a dedicated Associate Investment Advisor to join their team in Markham. This role involves managing client portfolios, providing personalized investment advice, and supporting lead Investment Advisors in achieving business objectives. With a focus on client satisfaction and relationship management, you will play a vital role in delivering comprehensive financial planning and investment solutions. This position offers a supportive environment for professional growth, where your contributions will help shape the client experience and drive business success.

Benefits

Professional Development Opportunities

Mentorship Programs

Flexible Work Hours

Health and Wellness Benefits

Qualifications

• 3+ years of experience in investment advisory or client management.
• Licensed with CIRO as a Registered Representative.

Responsibilities

• Manage client portfolios and deliver tailored investment solutions.
• Provide high-quality investment advice to ensure client satisfaction.
• Collaborate with team members to enhance client service.

Skills

Client Relationship Management

Investment Advice

Financial Planning

Problem Solving

Communication Skills

Education

Undergraduate Degree

College Diploma

Job description

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Description du Poste

TD Private Wealth Management adopts a sophisticated and holistic approach to wealth planning and protection, offering highly personalized advice, solutions, and services to clients.

Lieu de Travail

Markham, Ontario, Canada

Horaire

37.5 hours/week

Secteur d’activité

Gestion de patrimoine TD

Détails de la Rémunération

Salary range: $0.00 - $0.00 CAD. This position is eligible for commission-based earnings in addition to a base salary, depending on local minimum wage.

TD is committed to offering fair and equitable compensation, supporting growth and skill development, with salary progression based on performance and experience.

Description du Poste

TD Private Wealth Management provides clients with personalized, one-on-one relationships with dedicated Investment Advisors, supporting them in making informed decisions about their investment portfolios. It is a supportive environment for building a rewarding career in wealth management.

Job Description

Are you a dedicated account manager capable of providing professional service to high-value brokerage clients? Do you support your team and ensure client satisfaction? If so, the Associate Investment Advisor role may be ideal for you.

This role supports lead Investment Advisors by delivering advice, planning support, and managing client relationships to help achieve business goals.

Key Responsibilities

• Manage client portfolios, understanding client needs and delivering suitable products and services.
• Provide high-quality investment advice across various products to ensure client satisfaction.
• Develop financial plans using a comprehensive wealth planning process.
• Resolve moderately complex problems independently, exercising judgment and acting as an escalation point when necessary.
• Oversee projects and mentor team members.
• Collaborate with other TD areas and support staff to deliver excellent client service.
• Support business growth by attracting and retaining clients and referrals.
• Maintain risk management practices and adhere to policies.
• Monitor service quality and implement continuous improvements.
• Stay informed on industry trends and communicate updates to the team.
• Contribute positively to team environment, coaching and guiding colleagues as needed.

Job Requirements

• Undergraduate Degree or College Diploma with over 3 years of relevant experience.
• Licensed with CIRO as a Registered Representative and in good standing.
• Completion of Wealth Management Essentials (WME) within 18 months of start date.
• Insurance license (LLQP) or willingness to obtain within 1 year.
• Optional: CIWM, CFA, CIM, or CFP designations.
• Strong communication skills and ability to work independently and in teams.

À propos de nous

TD est une banque mondiale de premier plan, offrant une expérience client exceptionnelle à plus de 27 millions de clients. Nos 95 000 collègues travaillent chaque jour pour enrichir la vie de nos clients et de nos communautés.

Programme de rémunération

Notre rémunération comprend un salaire de base, des incitations variables, et d'autres avantages, visant à soutenir le bien-être global de nos collègues.

Renseignements supplémentaires

Nous favorisons le développement professionnel via des formations, mentorat, et opportunités de carrière. Nous offrons également un soutien pour l’intégration et l’adaptation aux besoins spécifiques.

Processus d’entrevue

Nous contacterons les candidats sélectionnés pour planifier une entrevue et communiquerons notre décision à tous les candidats.

Mesures d’adaptation

Nous sommes engagés à assurer l’accessibilité et encourageons les candidats à nous informer de leurs besoins spécifiques.

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