Investment Advisor Associate

Elevate your career as an Associate Investment Advisor with TD Wealth in Calgary, Alberta. Deliver personalized investment strategies and support to high-value clients for optimal satisfaction.

TD Wealth is seeking a dedicated Associate Investment Advisor to assist lead Advisors by managing client relationships and providing tailored financial advice. Ideal candidates possess over three years of wealth management support experience and are proficient across a diverse investment product range. Contribute to effective client management and help drive business development initiatives.

Key Responsibilities:

• Manage client accounts and assess their financial needs

• Provide high-quality investment advice across diverse products

• Produce comprehensive financial plans through detailed processes

• Oversee projects and mentor junior staff as needed

• Maintain compliance with internal risk management policies

Requirements:

• Undergraduate Degree or diploma with over 3 years' experience

• Ability to become licensed as a Registered Representative

• Optional CIWM, CFA, CIM, or CFP designations

• Strong communication skills for relationship building

• Ability to work independently and in team settings

Bring your dedication to client service and investment planning to TD Wealth's team in Calgary.
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