Found Description
Work Location: Saskatoon, Saskatchewan, Canada
Hours: 37.5 hours per week
Line Of Business: TD Wealth
Pay Details: $50,000 - $100,000 CAD (base salary, with commission‑based earnings available)
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 regarding portfolio 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 an...
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