Associate Investment Advisor

About the Position

Join TD Private Wealth Management, where we adopt a sophisticated and holistic approach to wealth planning and protection. As an Associate Investment Advisor, you will play a pivotal role in delivering highly personalized advice and solutions, helping clients navigate their financial journeys with confidence and clarity.

Main Missions

• Support Senior Advisors or investment teams by acting on their behalf to drive business development and client management.
• Manage client portfolios by understanding unique financial goals and proposing tailored investment products and services.
• Provide high-quality investment advice across a diverse range of assets, including registered and non-registered accounts, equities, fixed income, and foreign currencies.
• Develop comprehensive financial plans using documented wealth planning and investment processes.
• Resolve moderately complex financial issues, exercising professional judgment and overseeing specific projects as required.
• Act as an escalation point for client inquiries, ensuring seamless end-to-end service delivery.

Profile Required

• Proven experience in investment advisory or wealth management support roles.
• Strong ability to manage client relationships and provide high-touch, personalized service.
• Demonstrated expertise in financial planning and a deep understanding of diverse investment vehicles.
• Ability to work independently within broad guidelines while managing complex tasks and projects.
• Exceptional analytical skills and the ability to exercise sound professional judgment.

Required Skills

• Wealth Management & Financial Planning
• Portfolio Management
• Investment Product Knowledge (Equities, Fixed Income, FX)
• Client Relationship Management (CRM)
• Strategic Business Development