Lead Private Wealth operations in Concord with sales discipline and talent development supporting high-net-worth client relationships across TD Wealth.
As Assistant Wealth Market Manager, you partner with the Market Manager across Wealth Advisory Services, Private Trust, and Wealth Insurance Services. You support business execution, specialized talent development, referral growth, and consistent client experiences. Your work advances market and regional objectives through collaboration and governance.
Key Responsibilities:
- Support daily business execution, sales discipline, and market objectives
- Coach specialized Wealth professionals and reinforce performance accountability
- Drive business development, revenue growth, retention, and referrals
- Coordinate integrated onboarding, discovery, planning,
and relationship management
- Maintain risk, compliance, governance, and business-control practices
Requirements:
- Ten or more years of sales or wealth leadership experience
- Understanding of high-net-worth and ultra-high-net-worth clients
- Success in people leadership, development, and measurable growth
- Strong communication, collaboration, and influencing skills
- Knowledge of Canadian wealth regulations and risk practices
Bring wealth leadership, business development, and team-oriented execution to TD Wealth’s integrated Private Wealth market team.