TD Associate Investment Advisor

Position: TD Associate Investment Advisor Opportunity
Location: Orillia

Become an Associate Investment Advisor with TD, supporting high-value clients through expert investment guidance. You'll play a crucial role in achieving client aspirations and business success.

This position focuses on assisting lead Investment Advisors with managing client accounts and providing tailored financial advice. Requires strong problem-solving abilities and a collaborative spirit, enabling you to oversee key projects while supporting your team members. Ideal candidates prioritize client satisfaction and have a passion for wealth management.

Key Responsibilities:

• Understand and fulfill client investment needs

• Provide expert advice on a full product range

• Execute detailed financial and investment planning

• Mentor team members and manage projects

• Ensure collaboration across TD divisions to enhance service

Requirements:

• Undergraduate or diploma with over 3 years' experience

• Must be a CIRO Registered Representative

• Complete Wealth Management Essentials within stipulated time

• Insurance licensed or willingness to obtain

• Excellent interpersonal and independent working skills

Contribute to client success and elevate your career with TD as an Associate Investment Advisor.
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