Investment Advisor Associate Ontario

Drive client success in your new role as Associate Investment Advisor at TD Wealth in Kingston, Ontario. Focus on delivering quality investment support and driving business growth.

This associate position involves working closely with lead Investment Advisors to provide top-tier service for high-value clients. The role combines client management and investment advice across a range of products, fostering a collaborative environment while mentoring support staff. Your ability to solve challenges and maintain high service standards will be essential.

Key Responsibilities:

• Manage and fulfill client investment needs

• Provide a wide range of investment advice

• Produce detailed and effective financial plans

• Guide and mentor service delivery staff

• Keep informed on market trends impacting clients

Requirements:

• Undergraduate Degree or Community College Diploma with 3+ years of experience

• Licensure as CIRO Registered Representative expected

• Optional qualifications: CFA, CIM, or CFP

• Proven communication and relationship management skills

• Ability to perform both independently and as part of a team

Utilize your investment expertise to support client success with TD Wealth.
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