Investment Advisor Associate Wealth

Position: Investment Advisor Associate at TD Wealth
Enhance your finance career as an Investment Advisor Associate with TD Wealth in Kingston, Ontario. Provide personalized investment strategies and support to high-value clients, ensuring optimal service delivery.

This role requires supporting lead Investment Advisors in managing client relationships and business development. You will deliver top-notch advice across various investment products and cultivate strong client partnerships. Your financial planning expertise will contribute to the team's success, while independent judgment and problem-solving will be crucial in managing client portfolios.

Key Responsibilities:

• Manage client accounts and understand their needs

• Provide comprehensive investment advice across products

• Develop high-quality financial plans through structured processes

• Mentor team members and oversee project work

• Collaborate with other TD areas for client referrals

Requirements:

• Undergraduate Degree or Diploma with 3+ years in wealth management

• Ability to obtain CIRO Registered Representative license

• Optional designations: CFA, CIM, or CFP

• Strong interpersonal communication skills

• Proven ability to work independently and collaboratively

Leverage your investment knowledge and client relationship skills to make a significant impact at TD Wealth.
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