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Description
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 roleis responsible forsupporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf through the delivery of advice and planning support, clientmanagementand business development. In 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.
Furthermore, you will:
Manage the client base, understanding the needs of the client and delivering products and services which fit their needs.
Providehigh quality investment advice, across the full range of products (registered and non-registered, equities, fixed income, foreign,domesticand more) to ensure full client satisfaction.
Demonstrate financial planningexpertiseto produce high quality plans through a well-developed and documented Investment and Wealth Planning process.
Solve moderately complex problems, exercisejudgmentand work within broad guidelines to independently perform tasks from end to end, acting as a point of escalation asrequired.
Oversee projects or work streams within broader projects and provide mentorship.
Refer clients and may collaborate and partner professionally with other TD areas (e.g.TD Canada Trust, TD Commercial Bank, TD Securities)
Direct support staff in the professional and personable delivery of client service
Assistin the achievement of business goals by dedicatedly attracting,acquiringandretainingcustomers and referrals.
Maintain a culture of risk management, adhere to internal policies and procedures.
Monitor service quality and productivity; implement continuous improvement.
Keep current on emerging trends and keep others informed and up to date on work status, progress.
Participate fully as a team member, support a positive professional teamenvironment,and willinglyassist, coach and guide others in the completion and performance of work activities.
Job Requirements
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 clientspreferred.
Ability to become licensedwithCanadian InvestmentRegulatory Organization of Canada (CIRO) as a Registered Representative (RR)andmaintainlicense in good standing.
Optional: Certified International Wealth Manager (CIWM) designation, Certified Financial Accountant (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP)
Robust conceptual and practical knowledge within an area of expertise and in broader areas
Strong communicationskills with ability to build relationships and work confidentially, independently as well as in a team.
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Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.Our Total Rewards Package
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