Developing Investment Advisor (Vancouver Island)
T
TD
📍 victoria, capital regional district, Canada
Job Description
Work Location
Victoria, British Columbia, Canada
Hours
37.5 hours per week
Line Of Business
TD Wealth
Pay Details
$50,000 - $100,000 CAD (eligible for commission based earnings)
Job Description
TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning, resulting in customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) offers high-net-worth clients the opportunity to establish a one-on-one relationship with a dedicated Investment Advisor while maintaining active participation in decisions regarding their financial affairs.
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,...