Investment Advisor Associate

Embark on a rewarding career as an Associate Investment Advisor with TD Wealth in Bridgewater, Nova Scotia. You'll support investment strategies and manage client relationships for high-value brokerage clients.

In this key support role, you’ll assist the Investment Advisor and help manage client portfolios with high-quality investment advice. Your expertise will be crucial in delivering tailored solutions that align with clients' financial goals. Engaging with other team members and collaborating with different TD areas will enhance the client experience.

Key Responsibilities:

• Support lead Investment Advisors in client management

• Provide tailored investment advice across diverse products

• Maintain ongoing relationships with high-value clients

• Assist in project oversight and mentorship

• Collaborate with TD divisions for enhanced service

Requirements:

• Undergraduate Degree or Community College Diploma

• 3+ years in wealth management support roles

• CIRO Registered Representative license in good standing

• Willingness to obtain Insurance license within a year

• Strong communication and relationship-building skills

Leverage your investment knowledge and client management experience to thrive as an integral part of TD Wealth.
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