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
- 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.
Responsibilities
- Provide functional specialized business services, advisory, and process/program support
- Assist Investment Advisors in building integrated and customized solutions based on clients’ unusual needs
- Build relationships with existing clients, Investment Advisor bank branches, and other bank referral sources
- Demonstrate financial planning expertise to support Investment Advisors and produce high-quality plans
- Participate in client meetings and the wealth planning process
- Organize client seminars and events
- Match clients to products and services professionally, consistently, and expediently
- Maintain a culture of risk management and adhere to internal policies and procedures
- Monitor and raise transaction activity as required
- Monitor service quality and productivity and implement continuous improvement
- Keep current on emerging trends and inform others of work status and progress
- Participate fully as a team member and support a positive professional team environment
Requirements
- Undergraduate degree or community college diploma preferred
- Required to be licensed as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
- 2+ years of relevant experience, ideally in banking, administrative roles, or related fields
- Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently
- Knowledge of wealth management and/or operations is an asset
- Knowledge of investment products is an asset
- Personal Financial Planner (PFP) or Certified Financial Planner (CFP) desirable
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 development conversations
- Training programs
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
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Degree requirement
No Education Requirement
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