Emerging Investment Advisor I — Wealth Planning Support

TD; Southwestern Ontario; On-site; CAD 43,000 - 58,000; Full time

Job summary

TD Wealth is seeking an Associate Investment Adviser in Waterloo, Ontario. You will support Investment Advisors with advice, planning, and client management to help clients achieve their goals.

This role focuses on delivering comprehensive investment advice across a broad product range and building strong client relationships within a collaborative TD Wealth team. The position offers growth opportunities and a competitive total rewards package.

Qualifications

• Undergraduate Degree or College Diploma with 3+ years of wealth management experience preferred.
• Ability to become licensed with CIRO as a Registered Representative (RR) and maintain license.
• Optional: CIWM, CFA, CIM, or CFP designations.

Responsibilities

• Support the lead Investment Advisor or a team of IAs by delivering advice and planning support.
• Manage the client base and deliver products/services that fit client needs.
• Provide high-quality investment advice across products to ensure client satisfaction.
• Demonstrate financial planning expertise to develop high-quality plans.

Skills

Relationship building

Communication

Team collaboration

Education

Undergraduate Degree or College Diploma

CIRO Registered Representative license

Job description

TD Wealth is seeking an Associate Investment Adviser in Waterloo, Ontario. You will support Investment Advisors with advice, planning, and client management to help clients achieve their goals.

This role focuses on delivering comprehensive investment advice across a broad product range and building strong client relationships within a collaborative TD Wealth team. The position offers growth opportunities and a competitive total rewards package.