Surrey, British Columbia, Canada · On-site
Work Location: Surrey, British Columbia, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $0 - $0 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compen…
Skills: Investment advice, Wealth planning, Client management, Business development, Financial planning
Toronto, Ontario, Canada · On-site
$116k–$136k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Finance Pay Details: $115,600 - $163,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth oppo…
Skills: Risk Management, Financial Reporting Controls, Internal Controls, People Leadership, Process Walkthroughs
Laval, Quebec, Canada · On-site
$46k–$61k/yr
Work Location: Laval, Quebec, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 45,700.00$/$45,700.00 - 61,000.00$/$61,000.00 CAD TD is committed to providing fair and equitable compensation…
Skills: Customer service, Financial advice, Relationship building, Banking solutions, Digital banking education
Toronto, Ontario, Canada · On-site
$97k–$137k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Human Centered Design Pay Details: $96,900 - $136,800 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues…
Skills: People management, User experience design, Coaching, Talent development, Quality assurance
Toronto, Ontario, Canada · On-site
$136k–$163k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Technology Solutions Pay Details: $136,000 - $163,200 CAD This role is temporarily eligible for a pay premium above the posted salary range that is re…
Skills: Cyber incident response, Security operations, Threat investigation, Digital forensics, Malware analysis
Mount Laurel, New Jersey, United States · On-site
$91k–$136k/yr
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $91,000 - $136,240 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportu…
Skills: Strategic sourcing, Category management, Supplier negotiation, Procurement, Risk management
Hollywood, Florida, United States · On-site
$22/hr–$29/hr
Work Location: Hollywood, Florida, United States of America Hours: 40 Pay Details: $22.50 - $29.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities an…
Skills: Relationship building, Consultative engagement, Financial goal setting, Product knowledge, Client acquisition
Toronto, Ontario, Canada · On-site
$136k–$163k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Business Management, Strategy & Support Pay Details: $136,000 - $163,200 CAD TD is committed to providing fair and equitable compensation opportunitie…
Skills: AI Governance, Risk Management, Data Governance, Model Governance, Regulatory Compliance
Toronto, Ontario, Canada · On-site
$82k–$115k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Technology Solutions Pay Details: $81,600 - $115,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues.…
Skills: Mainframe, Cobol, Jcl, Vsam, Tso
Vancouver, British Columbia, Canada · On-site
$60k–$84k/yr
Work Location: Vancouver, British Columbia, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $59,500 - $84,000 CAD TD is committed to providing fair and equitable compensation opportunities…
Skills: Financial planning, Real estate secured lending, Customer service, Investment advice, Business banking
Pembroke Pines, Florida, United States · On-site
$22/hr–$29/hr
Work Location: Pembroke Pines, Florida, United States of America Hours: 30 Pay Details: $22.50 - $29.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportuniti…
Skills: Relationship building, Consultative engagement, Financial goal discovery, Product knowledge, Client acquisition
Toronto, Ontario, Canada · On-site
$82k–$115k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Technology Solutions Pay Details: $81,600 - $115,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues.…
Skills: Java, Spring Boot, Angular, Kafka, Azure SQL
Tenafly, New Jersey, United States · On-site
$23/hr–$29/hr
Work Location: Tenafly, New Jersey, United States of America Hours: 20 Pay Details: $23.25 - $29.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities a…
Skills: Customer service, Cash handling, Communication skills, Problem-solving, Organization skills
Braintree, Massachusetts, United States · On-site
$25/hr–$36/hr
Work Location: Braintree, Massachusetts, United States of America Hours: 40 Pay Details: $25.50 - $36.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunit…
Skills: Relationship banking, Consultative sales, Needs-based guidance, Financial planning, Client relationship management
Mansfield, Massachusetts, United States · On-site
$24/hr–$33/hr
Work Location: Mansfield, Massachusetts, United States of America Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunit…
Skills: Relationship management, Consultative sales, Financial guidance, Needs-based discovery, Active listening
Toronto, Ontario, Canada · Hybrid
$116k–$163k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Marketing Pay Details: $115,600 - $163,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth op…
Skills: Marketing strategy, Integrated marketing planning, Brand management, Customer insights, Budget management
New York, New York, United States · On-site
$67k–$118k/yr
Work Location: Brooklyn, New York, United States of America Hours: 40 Pay Details: $66,560 - $117,520 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities…
Skills: Financial planning, Investment sales, Wealth management, Business development, Client relationship management
Mount Laurel, New Jersey, United States · Hybrid
$92k–$149k/yr
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $92,220 - $149,310 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities…
Skills: Audit planning, Risk assessment, Financial crimes, Fraud risk, Insider risk
Marlborough, Massachusetts, United States · On-site
$22/hr–$29/hr
Work Location: Marlborough, Massachusetts, United States of America Hours: 40 Pay Details: $22.50 - $29.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportun…
Skills: Relationship building, Consultative engagement, Financial goal setting, Product knowledge, Client acquisition
New York, New York, United States · On-site
$60k–$70k/yr
Work Location: New York, New York, United States of America Hours: 40 Line of Business: Sales & Customer Distribution Support Pay Detail: 60,000 - 70,000 USD TD is committed to providing fair and equitable compensation o…
Skills: Event management, Budget creation, Venue negotiation, Contracting, Project management
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The Associate Investment Advisor supports the lead Investment Advisor by delivering personalized investment advice, managing client accounts, and executing wealth planning processes. They are also responsible for business development, client retention, and providing mentorship to support staff.
Candidates should hold an undergraduate degree or community college diploma with over 3 years of relevant experience in wealth management. The role requires the ability to obtain and maintain a Registered Representative license with the Canadian Investment Regulatory Organization of Canada.
Pay Details:
$0 - $0 CADThis 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.
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 in support of, the wealth management needs of clients preferred.
Ability to become licensed with Canadian Investment Regulatory Organization of Canada (CIRO) as a Registered Representative (RR) and maintain license in good standing.
Optional: Certified International Wealth Manager (CIWM) designation, Certified Financial Analyst (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.
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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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
Offices: Toronto-Dominion Centre, P.O. Box 1, Toronto, Ontario M5K 1A2, CA · 525 Avenue Viger O, Montreal, QC H2Z 0B2, CA · 31 W 52nd St, New York, NY 10019, US · 4140 Church Rd, Mt. Laurel, New Jersey 08054, US
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
Offices: Toronto-Dominion Centre, P.O. Box 1, Toronto, Ontario M5K 1A2, CA · 525 Avenue Viger O, Montreal, QC H2Z 0B2, CA · 31 W 52nd St, New York, NY 10019, US · 4140 Church Rd, Mt. Laurel, New Jersey 08054, US
