Job Description
What You’ll Be Doing
As a Private Investment Counsellor, you will be responsible for building and maintaining a portfolio of high‑net‑worth clients through various prospecting methods such as networking, telemarketing, seminars, trade shows and other marketing tools. You will apply extensive in‑depth knowledge to present a broad array of products and services to clients including individual equities, fixed‑income offerings, managed products, third‑party investments and insurance, and other solutions to meet clients’ financial needs. You will have ownership of processes and milestones, connecting people and networks, and drawing on the Bank’s broader team and supporting our community. The role devises new methods to advise clients using strong analytic and inductive thinking, delivering excellence every day with high‑quality technology and service, making clients’ goals their own.
How You’ll Succeed
- Client Service – Develop strong and effective wo...