Opportunity Description
Description du poste
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.
Lieu de travail
Mississauga, Ontario, Canada
Horaire
37.5 heures par semaine
Secteur d’activité
Gestion de patrimoine TD
Détails de la rémunération
$43,300 - $56,700 CAD de base annuels, plus commissions.
Responsabilités
- Prepare documentation and provide updates to IAs in preparation for client meetings
- Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
- Accept/create leads and ensure correct referral coding administration
- Submit marketing pieces for approval, compile client information packages, maintain marketing materials
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