Pic Portfolio Manager - Vancouver, Canada - TD Bank

TD Bank

Verified Company

Vancouver, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

406179BR

Wealth Management

Vancouver, BC

April 13, 2023

Company Overview

Department Overview

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Private Investment Counsel provides the highest level of interaction and personalized service with high net worth and ultra-high-net-worth clients. This best-in-class attention and focus extends to client families, estates and trusts as well as charitable and business organizations and our highly valued Indigenous client communities. Join the team to gain a phenomenal place to work and richly rewarding career in TD Wealth.

Job Description:

We're looking for a highly seasoned professional who thrives in helping clients achieve their wealth goals and dreams for the position of
PIC Portfolio Manager.

In this highly complex, and rewarding position, you will provide a range of advice and investment solutions to affluent and high-net-worth clients by building and managing a substantial book of client relationships on a discretionary basis.

On a typical day at work, you are expected to:

Deliver an exceptional client experience by providing expert mentorship in developing investment strategies and helping them achieve their overall wealth management goals
Develop and implement strategies to grow a committed client base (including client loyalty and referrals) and business profitability
Participate in crossfunctional activities while ensuring integration with other wealth partners
Keep clients wellinformed with an appropriate combination of inperson meetings, phone and electronic communication and regular quarterly contact or more
Act as a technical expert to lead or advise others and manage end to end functional programs independently; raise and / or resolve issues as appropriate
Keep current on emerging trends and grow indepth knowledge of the business, Bank, products, services and industry
Participate fully as a member of the team, support a positive work environment and maintain a culture of risk management and control

Requirements:

Undergraduate degree and a Chartered Financial Analyst (CFA) designation
Seven (7) or more years of discretionary money management experience
Registered with the appropriate provincial Securities Commissions as an Advising Representative (AR)
Dynamic influential skills to influence and gain alignment across increasingly senior shareholders while exercising discretion in confidential matters
Strong communication skills to manage the team, build relationships and work collaboratively as well as independently
An intellectual mind with positive attitude who can deliver projects and initiatives by prioritizing and multitasking in a demanding environment

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.