Job Description
Lieu De Travail Ottawa, Ontario, Canada
Horaire 37.5
Secteur D’activité Gestion de patrimoine TD
Détails De La Rémunération $91,200 - $136,800 CAD
Description du poste
- 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 issues and leverage support of MM and Sr. Regio...