TD Wealth Private Investment Advice (TDW PIA) seeks Developing Investment Advisors to serve high‑net‑worth clients.

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 to the client regarding their portfolio's 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 and enable business growth

Take a OneTD approach with your clients by establishing beneficial relationships between your...