Investment Advisor Support Wealth

Position: Investment Advisor Support at TD Wealth
Join TD Wealth in Calgary, Alberta as an Associate Investment Advisor, focusing on high-quality client service and investment planning. Support lead advisors to enhance client satisfaction and deliver tailored investment advice.

In this role, your main objective is to assist senior Investment Advisors by overseeing client accounts and actively participating in their investment journeys. You'll leverage your expertise to address client needs and provide comprehensive advice across a variety of products, from equities to fixed income. Your contributions will directly influence client relationships and business growth within TD.

Key Responsibilities:

• Manage client accounts and identify unique investment needs

• Deliver high-quality investment advice across various product types

• Develop comprehensive financial plans through a systematic approach

• Solve complex client issues and act independently when needed

• Mentor support staff to ensure professional client service

Requirements:

• Bachelor's degree or diploma with 3+ years in wealth management

• Ability to obtain CIRO licensing as a Registered Representative

• Optional: CIWM, CFA, CIM, or CFP designations

• Strong relationship-building and communication skills

• Comprehensive knowledge in investment strategies

Elevate your career, offering investment advice and support to clients while growing with TD Wealth in Calgary.
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