Job Description
Description du Poste
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.
Lieu de Travail : Brampton, Ontario, Canada
Horaire : 37.5 heures par semaine
Secteur d’activité : Gestion de patrimoine TD
Détails de la rémunération : $43,300 – $56,700 CAD
Ce poste est admissible à des revenus de commission.
Responsabilités
- Prepare documentation and provide updates to IAs in preparation for client meetings
- Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
- Accept/create leads and ensure correct referral coding administration
- Submit marketing pieces for approval, compile client information packages, maintain marketing materials
- B...