Drive comprehensive investment solutions as a Wealth Management Advisor focused on high-net-worth clients. Develop personalized wealth strategies through active client engagement and relationship building.In this dynamic role, you will engage directly with affluent clients, crafting customized wealth management plans that are tailored to their financial goals. You’ll be responsible for portfolio oversight, strategic recommendations, and active market engagement to enhance business growth. This role emphasizes risk management and business plan execution to expand market share.Key Responsibilities: • Establish and cultivate relationships with HNW and UHNW clients • Create tailored investment and wealth management strategies • Execute marketing actions to sustain and grow client pipeline • Collaborate with partners for comprehensive wealth solutions • Identify and mitigate risks to protect client interestsRequirements: • Undergraduate degree in finance, business, or economics • Licensed Registered Representative with CIRO • 3+ years in a client-facing, relational role • Extensive knowledge of investment landscape and portfolio management • Life Insurance License (LLQP) required within 6 monthsMaximize your impact by delivering targeted wealth management solutions and building valuable client relationships for sustained success. #J-18808-Ljbffr
Wealth Management Investment Advisor
TD BANK
abbotsford british columbia, abbotsford british columbia
Published 28 days ago
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