Description

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.

Responsabilités

• Manage existing and newly referred estate, trust and agency accounts of varying complexity.
• Build and maintain relationships with clients, beneficiaries and co-trustees, including client profiling to identify and anticipate needs and manage sales and referrals.
• Create and maintain a comprehensive advice plan for clients with complex needs and advise in niche areas where appropriate.
• Develop a deep understanding of the business, competitive landscape and the economic and legal/regulatory environment, particularly as it affects Private Trust clients.
• Lead, motivate and develop relationships with internal and external business partners to create highly productive working relationships and contribut...