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 cultivates relationships with potential clients and external referral sources