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Brampton

    Associate, Investment Advisor - Brampton, ON, Canada - TD Bank

    TD Bank
    TD Bank Brampton, ON, Canada

    2 weeks ago

    TD Bank background
    Description
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    Postuler remote type Sur place locations Brampton, Ontario time type Temps plein posted on Publié hier job requisition id R_ Work Location:

    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.

    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 (Planning) 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.

    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
    Oversee projects or work streams within broader projects and provide mentorship
    TD Canada Trust, TD Commercial Bank, TD Securities)
    Maintain a culture of risk management, adhere to internal policies and procedures
    Monitor service quality and productivity; 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
    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 (IIROC) as a Registered Representative (RR) requirement to maintain license in good standing
    Insurance licensed (LLQP in Quebec) or willingness to do so within 1 year

    Optional:
    Certified International Wealth Manager (CIWM) designation, Certified Financial Accountant (CFA), Chartered Investment Manager (CIM)

    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.

    As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking.

    Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential.

    Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals.

    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.

    C'est d'ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d'avantages sociaux concurrentiel.

    Une variété de programmes de mentorat et une plateforme d'apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes.

    Formation et intégration
    Dans cette optique, nous organiserons des séances d'intégration et de formation.

    Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.

    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.


    Language Requirement:

    À la TD, nous avons pour objectif d'enrichir la vie de nos clients, de nos collectivités et de nos collègues, et nous avons en commun un ensemble de valeurs qui façonnent notre culture et guident nos comportements.

    Peu importe où vous travaillez à la TD, nous vous donnons les outils nécessaires pour faire changer les choses au travail et dans votre collectivité, explorer et faire progresser votre carrière et faire partie de notre culture de bienveillance et d'inclusion.

    Notre engagement à l'égard de la diversité, de l'équité et de l'inclusion

    C'est la raison pour laquelle nous avons lancé en 2018 La promesse TD Prêts à agir, qui est maintenant un projet nord-américain pluriannuel.

    Notre objectif est de soutenir le changement, de favoriser le progrès et de créer un monde meilleur et plus inclusif pour nos clients, nos collègues et nos collectivités.

    #
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