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© All Rights Reserved. ApplyBlast.com
thetorontodominionbankcanada.com
This role works from a centralized hub to attract and retain Mass Affluent clients by addressing their wealth management needs through remote meetings and personalized financial advice. The position involves analyzing client financial information, recommending investment and insurance solutions, and maintaining ongoing client relationships through regular reviews and planning. As a fiduciary, the role prioritizes client interests while ensuring compliance with regulations and contributing to a positive team environment.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for thetorontodominionbankcanada.com.
24% below the average for this role