Lead high-net-worth client solutions with TD Wealth as a Wealth Branch Manager in Burlington, Ontario. Enhance client experiences through strategic planning and a collaborative team.
As a key leader in Private Wealth Management at TD, you will oversee a team of Investment Management professionals, focusing on asset accumulation and revenue growth within the high-net-worth sector. With your extensive experience, you'll engage resources to provide tailored strategies and drive exceptional client experiences. Your leadership will foster a culture of client-centric solutions while ensuring resource optimization.
Key Responsibilities:
• Lead a team-oriented team of investment professionals
• Develop and execute strategic business plans
• Identify key business opportunities and enhancements
• Track team performance and set performance objectives
• Act as a brand ambassador for TD Wealth
Requirements:
• 10+ years in sales leadership roles
• Strong understanding of HNW and UHNW sectors
• Registered with CIRO and hold a life insurance license
• Undergraduate degree in relevant field
• Proven ability to recruit and manage diverse teams
Focus on delivering bespoke strategies and management excellence at TD Wealth in Burlington.
#J-18808-Ljbffr
📌 Wealth Branch Manager in Burlington (Ontario)
🏢 TD
📍 Ontario