Associate Investment Advisor - Wealth Planning Support

TD Bank; Halifax; On-site; CAD 60,000 - 90,000; Full time

Job summary

TD Bank is seeking an Associate Investment Advisor in Nova Scotia to support lead Advisors and manage a high-value client base. You will provide dedicated investment assistance, help craft financial plans, and help grow the wealth management book with a strong emphasis on service quality.

You will work within TD Private Wealth Management, collaborating with Advisors to deliver personalized solutions, manage risk, and maintain regulatory compliance while fostering client trust and growth.

Qualifications

• Undergraduate degree or college diploma required.
• CIRO Registered Representative license required.
• Wealth Management Essentials training within 18 months.
• Insurance license (LLQP) or willingness to obtain within 1 year.
• Optional: CIWM/CFA/CIM/CFP designations.

Responsibilities

• Support lead Investment Advisor and team with investment guidance and planning support.
• Manage client base, understand needs, and deliver products and services accordingly.
• Provide high quality investment advice across a wide range of products.
• Demonstrate financial planning expertise through a documented process.
• Mentor colleagues and coordinate with TD areas to grow client relationships.

Skills

Strong communication

Client relationship

Education

Undergraduate degree or college diploma

CIRO RR license

Wealth Management Essentials

LLQP license

CIWM/CFA/CIM/CFP (optional)

Job description

TD Bank is seeking an Associate Investment Advisor in Nova Scotia to support lead Advisors and manage a high-value client base. You will provide dedicated investment assistance, help craft financial plans, and help grow the wealth management book with a strong emphasis on service quality.

You will work within TD Private Wealth Management, collaborating with Advisors to deliver personalized solutions, manage risk, and maintain regulatory compliance while fostering client trust and growth.