Job Description
Lieu De Travail
Vancouver, Colombie-Britannique, Canada
Horaire
37.5
Secteur D’activité
Gestion de patrimoine TD
Détails De La Rémunération
$96,900 - $136,800 CAD
Description du poste
Customer
- Responsible for the delivery of a consistent and integrated PWM experience to all clients and prospects in the Centre and actively demonstrate leadership in the consistent execution of the Sales and Client Engagement Model (CEM).
- Ensure that all new clients receive an enhanced on-boarding experience, which includes a thorough client discovery process, creation of a tailored Wealth Strategy and a differentiated HNW planning experience through early introductions to applicable PWM Partners.
- Ensure that rediscovery meetings are conducted with existing clients to add value and deliver a PWM experience.
- Participate in the resolution of significant client relationship is...