Lieu De Travail

Vancouver, Colombie-Britannique, Canada

Horaire

37.5

Secteur D’activité

Gestion de patrimoine TD

Détails De La Rémunération

$96,900 - $136,800 CAD

Description du poste

Customer

• Responsible for the delivery of a consistent and integrated PWM experience to all clients and prospects in the Centre and actively demonstrate leadership in the consistent execution of the Sales and Client Engagement Model (CEM).
• Ensure that all new clients receive an enhanced on-boarding experience, which includes a thorough client discovery process, creation of a tailored Wealth Strategy and a differentiated HNW planning experience through early introductions to applicable PWM Partners.
• Ensure that rediscovery meetings are conducted with existing clients to add value and deliver a PWM experience.
• Participate in the resolution of significant client relationship is...