Wealth Management Specialist

6 days ago


Victoria, British Columbia, Canada TD Bank Full time

As a Wealth Management Specialist at TD Bank, you will play a crucial role in building and managing high net worth client relationships on a discretionary basis.

This position involves developing and implementing investment strategies tailored to clients' goals and objectives, while maintaining strong communication and interpersonal skills to ensure seamless client experiences.

In addition to your expertise in wealth management, you will contribute to the achievement of business objectives by proactively managing customers to increase profitability and drive business growth.

You will be responsible for staying up-to-date with emerging trends and regulatory requirements, assessing potential impacts, and maintaining a culture of risk management and control.

To succeed in this role, you will need to possess an undergraduate degree, CFA Level 1 or above, or CIM certification, along with 3+ years of investment experience.

The estimated salary range for this position is $75,000 - $100,000 per year, depending on location and experience. Victoria, Colombie-Britannique, Canada is a great place to live and work, offering a balance of urban and outdoor lifestyle options.

About TD Bank:

TD Bank is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses worldwide.



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