Job Description
Start your journey as an Associate Investment Advisor with TD Wealth in Calgary, Alberta, where you will focus on client-centric investment services and financial planning. This position supports high-value brokerage clients.
You will assist lead Investment Advisors by managing client relationships and delivering tailored investment advice across diverse products. With a strong emphasis on financial planning and support, you will also oversee project initiatives while mentoring junior staff to enrich the client experience at TD. Demonstrating effective risk management practices will be key in this role.
Key Responsibilities:
• Manage and understand the needs of high-value clients
• Provide diverse and high-quality investment solutions
• Produce detailed financial plans using established processes
• Take ownership of projects and support team mentorship
• Collaborate across TD sectors for comprehensive client service
Requirements:
• Bachelor's degree or releva...
You will assist lead Investment Advisors by managing client relationships and delivering tailored investment advice across diverse products. With a strong emphasis on financial planning and support, you will also oversee project initiatives while mentoring junior staff to enrich the client experience at TD. Demonstrating effective risk management practices will be key in this role.
Key Responsibilities:
• Manage and understand the needs of high-value clients
• Provide diverse and high-quality investment solutions
• Produce detailed financial plans using established processes
• Take ownership of projects and support team mentorship
• Collaborate across TD sectors for comprehensive client service
Requirements:
• Bachelor's degree or releva...