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portfolio manager
Title posted on CareerBeacon - PIC Associate Portfolio Manager
Posted on November 16, 2024 by Employer details TD Bank
Job details
Work Location:Halifax, Nova Scotia, CanadaHours:37.5Line of Business:TD WealthPay Details:$70,000 - $100,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description: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. We work one-on-one with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client's financial success over the long term 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. Using a holistic wealth management approach, you are focused on discovering and achieving what truly matters to clients. This is achieved through opportunities for you to: Develop a wealth planning foundation through robust training and shadowing wealth planning specialists. Develop practical experience by applying the wealth planning process with clients of experienced discretionary Portfolio Managers. Partner with an experienced Portfolio Manager as part of a short-term assignment, with a potential opportunity to join a Portfolio Management team permanently. TD Wealth PIC has carefully designed this position to give you the time and support you need to build your High Net Worth client base, including longer compensation certainty and additional opportunities to be compensated and mentored. We consider this to be an opportunity to fast-track your career if your goal is to be an Investment Counsel Portfolio Manager, while receiving the support needed to be successful. If you have an entrepreneurial spirit, connect well with people, and are interested in learning how to evaluate and develop wealth planning solutions to meet clients' full financial needs then you'll want to explore this exciting opportunity. 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 regulat- LocationHalifax, NS
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2123731
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