Unlock your potential at TD as an Associate Investment Advisor. Support high-net-worth clients while delivering tailored investment advice and outstanding customer service.
This position focuses on partnering with lead Investment Advisors to manage client accounts and provide strategic investment support. Your role is essential for elevating client satisfaction and achieving business goals through dedicated service and expertise. You'll also mentor support staff and maintain a proactive service approach.
Key Responsibilities:
• Manage client needs and review investment products
• Provide investment advice across diverse product offerings
• Develop detailed financial plans and documentation
• Monitor service quality and implement improvements
• Assist in the client cultivation process
Requirements:
• Minimum 3 years of experience in client wealth management
• Must hold CIRO Registered Representative license
• Completion of Wealth Management Essentials wi...