The Toronto-Dominion Bank (Canada)
Developing Investment Advisor - Vancouver, Richmond & Burnaby
Job Description
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,...