Investor Relations Associate growing Pairs’ vetted private capital network of family offices, VCs, and strategic investors. Building relationships and booking investor meetings for US startup fundraising mandates.
About the role
- Associate Financial Planner building client portfolios and delivering holistic investment advice for TD Wealth. Acquiring clients through prospecting, networking, and community engagement.
Responsibilities
- Build and grow a personal client portfolio through proactive business development
- Deliver holistic financial planning and investment advice
- Understand clients’ goals and guide them through their financial journeys
- Acquire new clients and bring in assets through strategic outreach and community presence
- Prospect through cold calling, events, creative networking, and local community engagement
- Use data and technology tools to analyze results and provide informed advice
- Identify ways to improve productivity and work processes
- Stay current with financial trends and best practices
- Support teammates and share insights in a collaborative environment
- Maintain focus on risk management to protect clients and the company
- Contribute to a positive, service-focused team culture
Requirements
- Bachelor’s degree is a plus
- 3–5 years of experience in banking, financial services, or a client-facing sales role preferred
- Ability to build relationships, grow a client base, and deliver investment advice
- Successful completion of the Canadian Investment Regulatory Exam (CIRE) required prior to start date
- Ready to get licensed as a Registered Representative with the Canadian Investment Regulatory Organization (CIRO) if not already licensed
- Commitment to earn the Certified Financial Planner (CFP) designation in the first three years
- CFP eligibility: university degree, or up to 10 years of relevant experience, or 5+ years as a QAFP professional in good standing
- Knowledge of financial trends, markets, news, industry regulations, and best practices
- Prospecting, networking, community engagement, and client acquisition ability
- Data and technology tools for analysis
- Strong problem-solving and relationship-building abilities
- Clear communication and ability to work independently and collaboratively
Benefits
- Commission based earnings eligibility
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular career, development, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accessibility accommodations throughout the interview process
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Part - time Fashion Associate delivering personalized service, processing transactions, and maintaining store presentation. Supporting inclusive fashion retail operations for Canadian retailer Reitmans.
Field service representative maintaining, repairing, and installing Stryker medical equipment for customers in Northern British Columbia. Troubleshooting equipment, training users, and traveling across Canada for service support.
Organisational Development Associate improving team health and management at Canonical, the company behind Ubuntu and open - source cloud, AI, and IoT software. Supporting diagnostics, feedback, coaching, and organisational change.
Private Banking Associate delivering RBC Private Banking service, transaction support, and digital education. Identifying client needs and resolving requests across in - person, phone, and email channels.
Associate Wealth Management Advisor serving Desjardins members and clients. Advising on portfolios, securities, funds, and personalized wealth management solutions.
TD wealth associate supporting Investment Advisors with customized client solutions, financial planning, and relationship management. Delivering service for high - value clients while managing risk and operational processes.
Financial Planner building client portfolios and delivering holistic investment advice for TD Wealth. Developing relationships, acquiring assets, and guiding clients toward financial goals.
Financial Planner building client portfolios and delivering holistic investment advice for TD Wealth. Acquiring clients through networking, outreach, and community engagement.
Senior Associate designing underwriting and lifecycle credit policy for Wealthsimple’s Canadian SMB lending products. Building automated risk systems for a new business credit card.