Developing Investment Advisor

Pay Details

50 000 $/$50,000 - 100 000 $/$100,000 CAD

Work Location

Québec, Quebec, Canada

Hours

37.5

Line of Business

TD Wealth

Commission

This role is eligible for commission based earnings.

Accountabilities

• Build a client base of HNW & UHNW clients, families, and business owners
• Develop comprehensive wealth management and investment strategies for your clients based on their needs
• Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancing
• Action a business plan focused on building your 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 / sales opportunities and re...