Associate Investment Advisor

Work Location:

Kelowna British Columbia Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$42500 - $57500 CAD

This role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. 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. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advicesolutionsand service to clients.

TD Private Investment Adviceoffers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor whilemaintainingactive participation in decisionsregardingtheir investment portfolio.Itsa very specialand supportive place to begin and grow a lastingprogressiveand rewarding career in wealth.

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 ofAssociate Investment Advisormight 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 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 qualityinvestment advice across the full range of products (registered and non-registered equities fixed income foreigndomesticand more) to ensure full client satisfaction.

• Demonstrate financial planningexpertiseto producehigh qualityplans 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 as.

• 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 attractingacquiringandretainingcustomers 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 teamenvironmentand 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 Analyst(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 worlds 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 95000 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. Learn more

Additional Information:
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.

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 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.

If youre 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.

Were 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 youve got everything you need to succeed in your new role.

Interview Process
Well 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 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.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 42500 - 57500