Developing Investment Advisor - Regina & Saskatoon

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) is one of Canada’s premier full‑service brokerage firms for clients who want to stay involved in decisions about their portfolios. 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 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 ma...