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corporate investment adviser
Title posted on CareerBeacon - Associate II- Private Investment Counsel
Posted on December 13, 2024 by Employer details TD Bank
Job details
Work Location:Halifax, Nova Scotia, CanadaHours:37.5Line of Business:TD GeneralPay Details:$57,100 - $80,600 CADTD 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:TD Wealth Private Investment Counsel (PIC) is a full-service investment counsel ideal for High Net Worth (HNW) 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:TD Wealth PIC has carefully designed this position to give you the time and support you need to build your investment management and client-facing skills, including opportunities to be mentored as part of a PM team.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 a team-player spirit, connect well with people, and are interested in learning how to build and evaluate and develop wealth planning solutions to meet clients' full financial needs then you'll want to explore this exciting opportunity.As an Associate, you are responsible for building and managing client portfolios within a currently established TDW PIC wealth advisory practice. Using a holistic wealth management approach, you are focused on building and maintaining investment portfolios based on your portfolio management team's Lead Relationship Manager's Discovery process, achieving what truly matters to clients.This is achieved through opportunities for you to:Develop an investment management portfolio construction foundation through robust training.Develop practical experience by applying the wealth planning, investment management and portfolio construction process with prospects and clients of experienced discretionary Portfolio Managers (PMs).Partner with an experienced Portfolio Manager as part of a Portfolio Management team.Develop expertise in building and maintaining HNW client portfolios within the context of TDW PIC's portfolio management systems and tailored portfolio solutions, including initial investment and rebalancing.Develop practical experience in managing the regulatory required annual client reviews (ACRs) through construction of ACR packages, participating in client ACR discussions, and eventually leading ACR discussions as a licensed Associate Advising Representative.Develop your wealth planning discovery skills, and leverage TD's Discovery and Financial Planning tools to produce customized wealth plans that address your team's clients' wealth considerations.Provide goals-based wealth advice and investment solutions tailored to your clients' individual needs.Invest clients' assets as per agreed proposals and Investment Policy Statement.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.Be knowledgeable of, and comply with, TD Wealth and i- LocationHalifax, NS
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2125713
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