Developing Investment Advisor (Surrey/White Rock/Langley)

TD Wealth Private Investment Advice (TDW PIA) seeks Developing Investment Advisors to serve high‑net‑worth clients.

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 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 referrals, to increase profitability and enable business growth
• Take a OneTD approach with your clients by establishing beneficial relations...