Assistant Wealth Market Manager

TD

Vancouver, British Columbia, Canada
Base: $96,900 - $136,800 cad; bonus/equity: not sp...
Client discovery process execution
Portfolio analysis for top clients
Sales strategy development
The role is responsible for delivering a consistent and integrated Private Wealth Management experience to all clients and prospects in the Vancouver center

Job Summary

  • The role is responsible for delivering a consistent and integrated Private Wealth Management experience to all clients and prospects in the Vancouver center.
  • Candidates will lead a subset of highly qualified professionals, including Senior and Associate Private Bankers, while managing team performance and development.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The role is responsible for delivering a consistent and integrated Private Wealth Management experience to all clients and prospects in the Vancouver center.

Salary

Base: $96,900 - $136,800 CAD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Client discovery process execution
  • Portfolio analysis for top clients
  • Sales strategy development
  • Team leadership and coaching
  • Risk management compliance

Nice-to-have

  • High net worth planning experience
  • Cross-functional collaboration skills
  • Diverse workforce inclusion focus
  • Strategic business planning

Key Requirements

  • Undergraduate university degree required
  • Canadian Securities Course certification mandatory
  • MF Branch Managers Compliance Officer certification required
  • Previous Private Banking or Trust experience needed
  • CFP or PFP designation preferred asset

Work Rights

Not specified

Tailored Resume

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