Investment Advisor Mass Affluent Clients

Position: Investment Advisor for Mass Affluent Clients
Become an Investment Advisor at TD Wealth in Toronto, Ontario, targeting mass affluent customers. This role centers on delivering exceptional investment advice via phone and technology.

In this position, you will leverage your expertise in investment management and client relationship skills to assist clients in achieving their financial goals. Your responsibilities will include executing trades, compliance duties, and fostering collaborative efforts across TD. A successful background in investments over the past 3-5 years is crucial.

Key Responsibilities:

• Execute trades and facilitate investment strategies for clients

• Oversee account maintenance and operational issues

• Conduct essential KYC updates for clients

• Enhance the client experience through effective collaboration

• Deliver timely Progress Reviews within the first 90 days

Requirements:

• Minimum of 3-5 years of investment advisory experience

• Licensed to sell Mutual Funds;
Registered Representative

• Strong communication and client service skills

• Proficient in firm software and MS Office

• Ability to maintain high client satisfaction levels

Bring your investment acumen to the forefront at TD Wealth, enhancing client relationships.
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