Elevate your career with TD Wealth as an Investment Management Leader in Saanich, British Columbia. Lead a team dedicated to delivering exceptional high-net worth client strategies while closely collaborating with key stakeholders. In this senior role, you will guide a talented team of Investment Management professionals focused on asset growth and preservation for high-net worth clients. You will develop strategic plans and business development activities while enhancing the client experience. This position encourages collaboration and cutting-edge thinking to maximize efficiency and scale across TD Wealth services.
Key Responsibilities
• Lead a collaborative team of Investment Management professionals
• Develop and execute strategic business plans
• Identify business opportunities and recommend enhancements
• Engage advisors in enriching client experiences
• Maintain a culture of risk management and accountability
Requirements:
• 10+ years in Sales Leadership and relevant industry experience
• Deep knowledge of HNW and UHNW client sectors
• Undergraduate university degree
• CIRO Registered Representative and Supervisor
• Proven track record in performance management Drive impactful strategies and client engagement in your new role at TD Wealth in Saanich.