Wealth Management Associate Advisor

TD; Red Deer; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Health benefits

Retirement programs

Job summary

TD Wealth in Red Deer, Alberta, seeks an Associate Investment Advisor to support lead Investment Advisors and teams in delivering tailored wealth advice. You will manage client accounts, provide investment guidance across a broad product range, and help drive business development while maintaining client trust.

The role emphasizes high-quality planning, complex problem-solving, and collaboration with TD colleagues.

Qualifications

• Undergraduate Degree or Community College Diploma with 3+ years helping wealth clients.
• Ability to become licensed with CIRO as a Registered Representative.
• Optional: CIWM, CFA, CIM, or CFP designations are a plus.
• Strong conceptual and practical knowledge in wealth management.
• Excellent communication to build relationships and work in a team.

Responsibilities

• Manage client base, understanding needs and delivering suitable products and services.
• Provide high-quality investment guidance across registered and non-registered products.
• Demonstrate financial planning to produce high quality plans and wealth strategies.
• Solve moderately complex problems and act as escalation point when needed.
• Mentor and oversee junior staff and collaborate with TD areas.

Skills

Client management

Investment advice

Relationship building

Communication skills

Education

Undergraduate Degree or College Diploma

Job description

TD Wealth in Red Deer, Alberta, seeks an Associate Investment Advisor to support lead Investment Advisors and teams in delivering tailored wealth advice. You will manage client accounts, provide investment guidance across a broad product range, and help drive business development while maintaining client trust.

The role emphasizes high-quality planning, complex problem-solving, and collaboration with TD colleagues.