agricultural advisor
Title posted on CareerBeacon -
Associate Investment Advisor I
Posted on
September 18, 2024
by
Employer details
TD Bank
Job details
Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job 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 (Generalist) might be the right fit for you.This role is responsible for supporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf through the delivery of advice and planning support, client management and 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 needsProvide high quality investment advice, across the full range of products (registered and non-registered, equities, fixed income, foreign, domestic and more) to ensure full client satisfactionDemonstrate financial planning expertise to produce high quality plans through a well-developed and documented Investment and Wealth Planning processSolve moderately complex problems, exercise judgment and work within broad guidelines to independently perform tasks from end to end, acting as a point of escalation as requiredOversee projects or work streams within broader projects and provide mentorshipRefer 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 serviceAssist in the achievement of business goals by dedicatedly attracting, acquiring and retaining customers and referralsMaintain a culture of risk management, adhere to internal policies and proceduresMonitor service quality and productivity; implement continuous improvementKeep current on emerging trends and keep others informed and up to date on work status, progressParticipate fully as a team member, support a positive professional team environment and willingly assist, coach and guide others in the completion and performance of work activitiesJob Requirements AIA Generalist 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 clientsLicensed with Investment Industry Regulatory Organization of Canada (CIRO) as a Registered Representative (RR) requirement to maintain license in good standingOptional: 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 areasStrong communication skills with ability to build relationships and work confidentially, independently as well as in a teamWho 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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we bui
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LocationLondon, ON
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Workplace information
On site
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SalaryNot available
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Terms of employment
Permanent employmentFull time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2112530
Advertised until
2024-10-17
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