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 cooperative 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
🏢 TD
📍 Burlington