Associate Investment Advisor I
$31,450–$42,180 year
On-site · Toronto, Ontario, Canada
Toronto, Ontario, CanadaOn-siteFull Time$31,450–$42,180 yearMid LevelNot SpecifiedEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Job Summary
Associate Investment Advisor I supports lead Investment Advisor by delivering investment guidance, planning support, client management and business development; manages client base, provides high-quality advice across registered/non-registered products, develops financial plans, oversees projects, and collaborates with TD teams to attract and retain clients.
Required Qualifications
- Undergraduate Degree or Community College Diploma
- Ability to become licensed with CIRO as a Registered Representative (RR)
- Robust communication skills
- Strong knowledge of wealth management and investment products
- 3+ years of experience in wealth management (preferred)
- Proficiency in building client relationships
- Team collaboration and mentorship abilities
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