Associate Investment Advisor
Description
This role involves supporting one or more Investment Advisors within the TD Wealth Private Investment Advice division. The successful candidate will focus on enhancing client relationships, delivering comprehensive wealth management advice, and streamlining administrative and trade-related operations to support the growth of the advisory business.
What We're Looking For
Provide high-level client service and maintain proactive communication with clients.,Execute trade orders accurately and efficiently across various asset classes.,Conduct portfolio reviews and assist in the development of financial plans.,Manage administrative tasks including account opening, documentation, and compliance reporting.,Support business development activities and the creation of marketing materials.,Ensure all activities adhere to industry regulations and internal bank policies.
Ideal Candidate
Must be currently licensed as an IIROC Registered Representative (RR).,Successful completion of the Canadian Securities Course (CSC).,Successful completion of the Conduct and Practices Handbook (CPH).,Wealth Management Essentials (WME) course must be completed within 30 months of hire.,Previous experience in a brokerage or wealth management environment.
Minimum Education
Bachelor's Degree preferred (or equivalent post-secondary education)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must maintain IIROC licensing in good standing; occasional evening work for client events may be required.
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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