Developing Investment Advisor - Vancouver, Richmond & Burnaby
Core
Build a client base of high-net-worth individuals and develop comprehensive wealth management and investment strategies.
Role type
Developing Investment Advisor (Private Wealth Management)
Builds
Customized wealth advice and solutions for high-net-worth clients
Domain
Financial Services / Private Wealth Management
Required skills
Client prospecting, portfolio construction, security selection, business plan development, sales strategy, risk management, regulatory compliance
Preferred skills
CFP, CIM, CFA designations, entrepreneurial experience, thought leadership
Technologies
Investment management systems, CRM tools
Responsibilities
Build a client base of HNW & UHNW clients, Develop comprehensive wealth management and investment strategies, Make recommendations regarding portfolio construction and rebalancing, Action a business plan focused on building client base and market share, Develop and implement sales strategies to attract and retain customers, Take a OneTD approach with clients, Protect the interests of the organization by managing risks
Seniority
Mid-level, developing professional