FP&A Senior Analyst role at CVS Health focusing on expense management within the DDAT Finance Organization. Collaborating with cross - functional teams and performing financial analyses and reporting.
About the role
- Developing Investment Advisor at TD Wealth providing customized wealth advice for high-net-worth clients. Responsibilities include relationship building, strategizing financial solutions, and client management.
Responsibilities
- Build a client base of HNW & UHNW clients, families, and business owners
- Develop comprehensive wealth management and investment strategies for your clients based on their needs
- Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancing
- Action a business plan focused on building your client base and market share through prospecting, marketing and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources
- Develop and implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
- Take a OneTD approach with your clients by establishing beneficial relationships between your clients and TD Partners to provide goal-based wealth advice across a full range of product and service solutions
- Protect the interests of the organization – identify and manage risks effectively
Requirements
- Undergraduate Degree in finance, business, economics or related discipline
- Currently licensed as a Registered Representative with CIRO
- Professional designations such as CFP, CIM and/or CFA are considered assets
- 3+ years of experience working directly in a client-facing, sales or relationship-focused role
- Deep knowledge of the investment landscape, markets, and portfolio management
- Curiosity and desire to stay on top of the latest trends and be a thought leader in your field
- Proven entrepreneurial experience and ability to prospect and manage client relationships
- Comfort with compliance requirements and commitment to ethical client service
- Life Insurance License (LLQP) must be obtained within 6 months of hire
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
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