Wealth Management Portfolio Strategist

2 weeks ago


Victoria, British Columbia, Canada TD Bank Full time

This is a challenging opportunity to build and manage a portfolio of high net worth clients, leveraging expertise in investment strategy and risk management to deliver exceptional results.

The ideal candidate will have a strong background in finance and a proven track record of success in wealth management, with excellent communication and interpersonal skills.

Key responsibilities will include:

  • Determining the optimal portfolio structure for each client, balancing risk and return to meet their unique needs and goals.
  • Developing and implementing customized investment strategies that align with each client's objectives and risk tolerance.
  • Providing regular portfolio reviews and performance updates, ensuring clients are informed and engaged throughout the process.

As a key member of our team, you will contribute to the achievement of business objectives by driving growth and profitability through effective client relationships and portfolio management.

We offer a competitive salary range of $120,000 - $180,000 CAD per year, based on experience, as well as opportunities for professional development and advancement within the organization.



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