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Associate Investment Advisor

TD Bank

Calgary, AlbertaEntry$42.5k – $57.5k/yr
Sign in to applyVerified 1h ago
Location
Calgary, Alberta
Work model
On-Site
Level
Entry
Salary
$42.5k – $57.5k/yr
Posted
8h ago

About this role

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 candidate's 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 to   provide   highly personalized advice,   solutions,   and service to clients.     TD Private Investment Advice  offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while   maintaining   active participation in decisions   regarding   their investment portfolio.   It's   a very special   and supportive place to begin – and grow – a lasting,   progressive,   and 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 of  Associate Investment Advisor  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 needs .   Provide   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 satisfaction .   Demonstrate financial planning   expertise   to produce   high quality   plans through a well-developed and documented Investment and Wealth Planning process .   Solve 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   required .   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   Assist   in the achievement of business goals by dedicatedly attracting,   acquiring   and   retaining   customers 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 team   environment,   and willingly   assist , 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

Associate Investment Advisor at TD Bank, Calgary, Alberta | Yoinka