Investment Advisor Associate: Wealth Planning & Growth

The Toronto-Dominion Bank (Canada)

Calgary

On-site

CAD 43,000 - 58,000

Full time

4 days ago

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Job summary

TD Private Wealth Management seeks an Associate Investment Advisor to support lead Investment Advisors and teams by delivering client-focused investment advice and planning support. You will manage client accounts, deliver comprehensive advice across registered and non-registered products, and help grow client relationships within a high-value brokerage environment.

The role emphasizes financial planning expertise, collaboration with TD colleagues, and adherence to risk management and regulatory

Qualifications

Undergraduate degree or college diploma; 3+ years working with wealth management clients preferred.
Ability to become licensed with CIRO as a Registered Representative and maintain license.
Optional: CIWM, CFA, CIM, or CFP designations.
Strong communication skills and ability to build relationships while handling confidential information.

Responsibilities

Manage the client base, understanding needs and delivering suitable products and services.
Provide high-quality investment advice across the full range of products to ensure client satisfaction.
Demonstrate financial planning expertise to produce detailed investment plans.
Lead or contribute to projects and mentor others within the IA team.
Collaborate with other TD areas (e.g., TD Canada Trust, TD Securities) to refer clients and grow the business.
Support the lead Investment Advisor and team to achieve client advisory and business goals.