Associate Investment Advisor I

at  TD Bank

London, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate20 Dec, 2024Not Specified23 Sep, 2024N/AFinancial Institutions,Financial Services,Training Programs,Customer Experience,Wealth Management,It,Regulations,Cim,Creativity,Access,Communication SkillsNoNo
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Description:

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.

JOB 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 clients
  • Licensed with Investment Industry Regulatory Organization of Canada (CIRO) as a Registered Representative (RR) requirement to maintain license in good standing
  • Optional: 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 areas
  • Strong communication skills with ability to build relationships and work confidentially, independently as well as in a team

Responsibilities:

Please refer the Job description for details

REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Diploma

Management

Proficient

1

London, ON, Canada