Talent.com
The Toronto-Dominion Bank (Canada)
Associate Investment AdvisorThe Toronto-Dominion Bank (Canada) • Brantford, Ontario
Associate Investment Advisor

Associate Investment Advisor

The Toronto-Dominion Bank (Canada) • Brantford, Ontario
13 days ago
Job type
  • Full-time
Job description

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.

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
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. Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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.If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you’d 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.

We look forward to hearing from you!Language Requirement (Quebec only):Sans Objet
Create a job alert for this search

Associate Investment Advisor • Brantford, Ontario

Similar jobs

Global Business Development Associate (Pan - India)

Global Enterprise Connectdelhi, on, Canada
Full-time

Market Intelligence & Industry Mapping.Map the regional ecosystem across industries, identifying high‑potential sectors, accounts, and decision‑makers.Continuously track market trends, competitor a... Show more

 • Promoted

Wealth Growth Advisor — Hybrid & Commission-Based

Banque Nationale du CanadaKitchener, Region of Waterloo, CA
Full-time

A prominent financial services institution in Kitchener seeks an Investment Development Specialist to drive investment growth through client relationships and personalized financial solutions.The r... Show more

 • Promoted

Hybrid Investment Development Expert

National Bank of CanadaKitchener, Region of Waterloo, CA
Full-time

Unlock your potential as an Investment Development Specialist with the Wealth team at National Bank.Provide expert guidance in business development and financial planning within a supportive hybrid... Show more

 • Promoted

Investment Development Specialist (Hybrid)

National BankKitchener, Ontario
Full-time +1

A career as an Investment Development Specialist in the Wealth team at National Bank means acting as an expert in investment growth.This role allows you to have a positive impact on our organizatio... Show more

Housekeeper Wanted - Join Our Team: Housekeeper Needed In Port Dover, Ontario – $30.00 Hourly Rate

Housekeeper.comPort Dover, Ontario, Canada
CA$30.00 hourly
Full-time

I am a homeowner in Port Dover, Ontario, seeking a reliable and detail-oriented housekeeper to help maintain my home.The primary responsibilities will include cleaning the bathroom, general rooms, ... Show more

 • Promoted

Biology Private Tutoring Jobs Norfolk County

SuperprofNorfolk County, CA
Full-time

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Arithmetic Private Tutoring Jobs Norfolk County

SuperprofNorfolk County, CA
Full-time

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Principal Advisor Underground

Brunelcambridge, on, ca
Full-time

Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more

 • Promoted

Banking Advisor Intern

0000050007 Royal Bank of Canadabrantford, on, Canada
Full-time

This unique position calls on your client‑focused advice expertise and natural problem‑solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and... Show more

 • Promoted

Organizational Development Specialist (Monitoring & Evaluation)

Cuso InternationalCambridge, Ontario
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.This placement offers a unique opportunity to collaborate with our partner, the Private Sect... Show more

 • Promoted

Senior Group Underwriter - Empire Life

Empire Lifekitchener, on, ca
Full-time +2

Location: Anywhere in Canada - Remote.The total target compensation (TTC) range, including salary and target bonus, is $78,698 - $125,350.This TTC range is applicable to permanent roles only; fixed... Show more

 • Promoted

Integration Lead - United Techno

United Technocambridge, on, ca
Full-time

United Techno, based in California, USA, specializes in delivering innovative IT and business solutions across various industries, including Life Sciences, Retail, Logistics, Manufacturing, and Tec... Show more

 • Promoted

Investment Advisor

RBC Dominion SecuritiesCambridge, Region of Waterloo, CA
Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

 • Promoted

Senior Compliance Associate - BET99

BET99kitchener, on, ca
Full-time

BET99 is Canada's Premiere Online Sportsbook and Casino.Since our launch in 2020, we have consistently innovated the online gaming landscape every step of the way, exponentially growing our custome... Show more

 • Promoted

Account Lead

MIK Studiocambridge, on, ca
Full-time

MIK Studio is a creative powerhouse bringing brands to life through storytelling and emerging technology.Our team spans the globe—designers, audio engineers, copywriters, developers, account manage... Show more

 • Promoted

Sales & Business Development Broker, Private Client Group (High-Net-Worth)

NFP Corpkitchener, region of waterloo, Canada
Full-time +1

Business Line: PCG / High Net Worth.Hours Per Week: 35 (Full-Time).Location: Hamilton, Mississauga, Kitchener – Hybrid.Job Details: Full-Time, Permanent Position, Current Vacancy.Wage Transparency:... Show more

 • Promoted

Venture Capital Intern - Wall Street Oasis

Wall Street Oasiscambridge, on, ca
Full-time

Venture Capital Internship - WSO Global Talent Program.Wall Street Oasis is the largest career community focused on careers in finance, with over.Do you want experience that helps you build a stron... Show more

 • Promoted

Bilingual Implementation Associate - Remote - Employment Hero

Employment Herocambridge, on, ca
Remote
Full-time

Employment Hero a pour mission de simplifier et de valoriser l’emploi pour tous.Notre système d’exploitation de gestion de l’emploi réunit le recrutement, les RH, la paie et les avantages sociaux d... Show more

 • Promoted

Associate Investment Advisor

TDBrantford, ON, CA
Full-time

Work Location:Brantford, Ontario, CanadaHours:37.Line of Business:TD WealthPay Details:$0 - $0 CADThis role is eligible for commission based earnings plus base pay earnings based on local minimum w... Show more

 • Promoted

Business Valuator - Lynch & Associates Inc.

Lynch & Associates Inc.kitchener, on, ca
Full-time

Lynch & Associates is a boutique forensic accounting firm specializing in Personal Injury Litigation Support (Economic Loss Quantification, Accident Benefit Quantification etc.Fraud Examinations, a... Show more