PIC Associate Portfolio Manager

TD Bank; Halifax; On-site; CAD 70,000 - 100,000; Full time

Job summary

Une entreprise de services financiers de premier plan recherche un Associé Gestionnaire de Portefeuille pour rejoindre son équipe dynamique. Dans ce rôle, vous serez responsable de la création et de la gestion d'une pratique de conseil en patrimoine, en développant des relations avec des clients fortunés. Vous aurez l'opportunité d'utiliser des outils de planification financière pour offrir des solutions sur mesure qui répondent aux besoins uniques de vos clients. Si vous êtes un entrepreneur passionné, un communicateur efficace et un champion du service client, cette opportunité pourrait être le tremplin idéal pour votre carrière dans le secteur financier.

Qualifications

• Diplôme de premier cycle et 2 ans d'expérience dans l'industrie des investissements.
• CFA ou CIM, ou en cours d'obtention du CFA.

Responsibilities

• Créer et exécuter un plan d'affaires pour développer des relations avec des clients HNW.
• Fournir des conseils en matière de patrimoine et des solutions d'investissement personnalisées.

Skills

Développement commercial

Compétences en communication

Résolution de problèmes

Gestion de la relation client

Connaissance des investissements

Education

Diplôme de premier cycle

CFA ou CIM

Licence d'assurance

Tools

Outils de planification financière de TD

Job description

Lieu de travail : Halifax, Nouvelle-Écosse, Canada

Horaire : 37.5

Secteur d’activité : Gestion de patrimoine TD

Détails de la rémunération : $70,000 - $100,000 CAD. Ce poste est admissible à des revenus de commission.

La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD.

Description du poste :

Department Overview

TD Wealth Private Investment Counsel (PIC) is a full-service investment counsel ideal for High Net Worth individuals and families who are looking for professional, custom-tailored wealth planning and investment advice.

Job Description

Role Overview - Define your career as a TD Wealth Private Investment Counsel Associate Portfolio Manager.

As a new Associate Portfolio Manager (APM), you are responsible for building and managing a wealth advisory practice.

Job Description – Challenge yourself

• Create and execute a business plan to identify and develop relationships with potential HNW and UHNW clients and external referral sources to build your client base and market share.

• Develop your wealth planning discovery skills, and leverage TD’s Discovery and Financial Planning tools to produce customized wealth plans that address your clients’ wealth considerations.

• Provide goals-based wealth advice and investment solutions tailored to your clients' individual needs.

• Collaborate with other areas of TD to deliver a One TD approach and legendary client experience.

• Manage ongoing client relationships by agreeing on an Investment Policy Statement, holding thorough Annual Client Reviews, and providing robust reporting, re-discovery, and ongoing advice and service.

• Actively promote the TD Wealth brand within your community through participation and leadership in business and volunteer activities.

• Be knowledgeable of, and comply with, TD Wealth and industry requirements, policies, procedures, controls, codes, and guidelines of conduct, service standards, securities laws and regulations.

• Ensure necessary due diligence to support the accuracy of all client activities and maintain high ethical standards.

Job Requirements

What can you bring to TD?

• Entrepreneur: is willing, able, and determined to develop business.

• People person: can develop rapport and build strong relationships.

• Confidence: in managing and influencing sophisticated clients.

• Well-versed communicator: has ability to drive meaningful, two-way dialogue.

• Experienced problem-solver: can generate unique solutions that respect TD’s risk appetite.

• Fresh, innovative thinker: can offer unique insights and explain the value of advice.

• Customer service champion: is emotionally aware, can proactively respond to client needs.

• Optimist: has natural ability to leverage diverse thinking.

• Change catalyst: is adaptable and comfortable navigating a fast-paced, dynamic environment.

Education & Experience:

• Undergraduate degree

• Two years investment industry experience, particularly discretionary investment management

• CFA or CIM, or working towards the CFA designation

• Insurance license required within one year

• CFP, CIWM an asset, but not required