Job Summary

TD Wealth, Private Wealth Management (PWM) provides high‑net‑worth clients with holistic discovery and planning, delivering customized wealth advice and solutions. The role involves supporting the development of a successful client portfolio within the TD Wealth Private Investment Advice (TDW PIA) program.

Accountabilities

• Build a client base of HNW & UHNW clients, families, and business owners.
• Develop comprehensive wealth management and investment strategies based on clients’ needs.
• Make recommendations regarding portfolio construction, security selection, monitoring, and rebalancing.
• Action a business plan focused on building client base and market share through prospecting, marketing, and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources.
• Develop and implement sales strategies to proactively attract, acquire, and retain customers,...