Wealth Branch Manager In Burlington

Wealth Branch Manager In Burlington

18 Oct
|
Anonymous
|
Burlington

18 Oct

Anonymous

Burlington

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 cooperative 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 WealthRequirements:
10+ years in sales leadership roles
Solid 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 teamsFocus on delivering bespoke strategies and management excellence at TD Wealth in Burlington.#J-18808-Ljbffr

📌 Wealth Branch Manager In Burlington
🏢 Anonymous
📍 Burlington

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