FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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
- Licensed with Canadian Investment Regulatory Organization of Canada (CIRO) as a Registered Representative (RR) and maintain license in good standing
- Required to complete Wealth Management Essentials (WME) within 18 months of start date
- Insurance licensed (LLQP) or willingness to do so within 1 year
- 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.
Benefits
Comp & perks- health and well-being benefits
- savings and retirement programs
- paid time off
- banking benefits and discounts
- career development
- reward and recognition programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment advicefinancial planningrisk managementcustomer acquisitioncustomer retentionproject oversightproblem solvingservice quality monitoringcontinuous improvementwealth management
Soft Skills
communication skillsrelationship buildingmentorshipteam collaborationindependent workcoachingprofessionalismjudgmentclient servicepositive team environment
Certifications
Registered Representative (RR)Wealth Management Essentials (WME)Insurance licensed (LLQP)Certified International Wealth Manager (CIWM)Certified Financial Accountant (CFA)Chartered Investment Manager (CIM)Certified Financial Planner (CFP)