Job Description
Role Overview
TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.
Location & Working Hours
Vancouver, Colombie-Britannique, Canada
Hours: 37.5 hours per week
Compensation
Base salary range: $50,000 – $100,000 CAD. This role is eligible for commission-based earnings.
Accountabilities
- Build a client base of HNW & UHNW clients, families, and business owners
- Develop comprehensive wealth management and investment strategies for clients based on their needs
- Make recommendations to clients regarding portfolio construction, security selection, monitoring, and rebalancing
- Execute a business plan focused on building your client base and market share through prospecting, marketing and developing a pipeline that identifies and ...