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Senior Wealth Management Professional

2 months ago

Old Toronto, Ontario, Canada TD Full time
About the Role

We are seeking a highly skilled and experienced professional to join our team as a Senior Wealth Management Professional. In this role, you will be responsible for leading a team of financial advisors and developing strategies to drive business growth and client satisfaction.

Key Responsibilities
  • Develop and implement sales strategies to achieve business objectives and sales goals
  • Lead a team of financial advisors and provide coaching and development opportunities to ensure they have the skills and knowledge needed to succeed
  • Build and maintain strong relationships with clients and stakeholders to drive business growth and client satisfaction
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and risk management
Requirements
  • Undergraduate university degree
  • Registered with IIROC as a Registered Representative and Supervisor
  • Mutual Fund Branch Managers Compliance Officer certification (or equivalent)
  • Investment Management course, CIM or CFA is an asset
  • CFP or PFP designation (CFP preferred) is an asset
About TD

TD is a global leader in the financial services industry, with a reputation for delivering exceptional client experiences. We are committed to enriching the lives of our clients, communities, and colleagues, and we are seeking like-minded professionals to join our team.

We offer a comprehensive training and integration program to ensure our new hires have the tools and resources they need to succeed in their new role. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.