Associate Investment Advisor- Financial Planning

TD Wealth

0 - $0 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice solutions and service to clients.
TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor while maintaining active participation in decisions regarding their investment portfolio. Are you a dedicated account manager in tune to the needs of high value brokerage clients Can you provide professional and flawless service delivery in support of your designated Investment Advisor and team of Advisors Then the role of Associate Investment Advisor might be the right fit for you.
This role is responsible for supporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf through the delivery of advice and planning support client management and business this role you will provide dedicated investment support to client accounts within the IAs book of business to help them achieve client advisory and business goals.

Provide high quality investment advice across the full range of products (registered and non-registered equities fixed income foreign domestic and more) to ensure full client satisfaction .

• Demonstrate financial planning expertise to produce high quality plans through a well-developed and documented Investment and Wealth Planning process .
• Oversee projects or work streams within broader projects and provide mentorship .
• TD Canada Trust TD Commercial Bank TD Securities)
• Assist in the achievement of business goals by dedicatedly attracting acquiring and retaining customers and referrals .
• Maintain a culture of risk management adhere to internal policies and procedures .
• Monitor service quality and productivity; implement continuous improvement .
• Participate fully as a team member support a positive professional team environment and willingly assist coach and guide others in the completion and performance of work activities .

Undergraduate Degree or Community College Diploma with over 3 years of experience in working directly with or in support of the wealth management needs of clients preferred.

• Licensed with Canadian Investment Regulatory Organization of Canada ( CIRO ) as a Registered Representative (RR) and maintai n license in good standing .
• Insurance licensed (LLQP) or willingness to do so within 1 year
• Certified International Wealth Manager (CIWM) designation Certified Financial Accountant (CFA) Chartered Investment Manager (CIM) or Certified Financial Planner (CFP)
• TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

We do our best to communicate outcomes to all applicants by email or phone call.

Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.
Language Requirement (Quebec only):