Associate Investment Advisor (Analyst)

Work Location:
Montréal, Quebec, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
42,500 $ / $42,500 - 57,500 $ / $57,500 CAD

This 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.

Job Description:

Position Overview

We are seeking a highly motivated and detail-oriented Investment Management Associate to support one of the largest and most dynamic Investment Advisory teams within TD Wealth. The successful candidate will play a pivotal role in executing investment strategies, supporting marketing and client engagement initiatives, maintaining investment models, and ensuring compliance with industry standards. This is an exceptional opportunity to develop your career in wealth management within a collaborative and high performing environment.

Key Responsibilities:

• Portfolio Management Support:

• Execute the investment management strategy, including portfolio rebalancing, investment policy statement monitoring, and trading to satisfy client cash flows.

• Maintain and monitor the team's investment models, ensuring accuracy and alignment with client objectives.

• Investment Research & selection.

• Assist in researching and selecting suitable investment ideas, strategies, and asset classes.

• Stay informed on the dynamics and developments of stocks held within the team's portfolios.

• Conduct investment research and participate in research calls to support Investment Advisors' decision-making.

• Marketing & Client Engagement.

• Prepare and update pitch decks, client proposals, and investment holding sheets to support the team's marketing and business development efforts.

• Process Improvement:

• Identify, suggest, and actively participate in process improvement initiatives to enhance team efficiency and client service.

• Ensure full compliance with TD Bank and industry service standards, policies, procedures, controls, codes, and guidelines.

Qualifications & Experience

• Undergraduate Degree or Community College Diploma required.

• Licensing & Designations:

• Licensed with IIROC as a Registered Representative (RR), or willingness to obtain promptly.

• Insurance licensed (LLQP) or willingness to do so within 1 year

• Designations such as CFA, CIM, or CFP are considered strong assets.

• Minimum three years' experience working directly with, or in support of, the wealth management needs of clients.

• Strong proficiency in Microsoft Excel and PowerPoint is required.

• Experience with Bloomberg Professional and Croesus is considered an asset.

Key Competencies:

• Excellent analytical and problem-solving skills.

• Strong attention to detail and organizational abilities.

• Effective communication and interpersonal skills.

• Ability to work collaboratively within a team environment.

Who We Are:

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.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. 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. As an organization, we keep growing - and so will you.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

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!

Language Requirement (Quebec only):
Maîtrise d'une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.