Senior Wealth Management Professional

2 months ago


Vancouver, British Columbia, Canada TD Full time $91,200 - $136,800
Job Summary

We are seeking a highly skilled and experienced professional to join our team as a Senior Wealth Management Professional. This role will involve leading a large team with functional diversity and complexity, overseeing management of team processes, and contributing to the development and implementation of sales strategies to achieve business objectives and sales goals.

Key Responsibilities
  • Lead relationships with business lines/corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements.
  • Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner.
  • Manage employees in compliance with all human resources policies, procedures and guidelines of conduct.
  • Act as a brand ambassador for the business area/function and the bank, both internally and/or externally.
Requirements
  • Undergraduate university degree.
  • Investment Management course, CIM or CFA is an asset.
  • CFP or PFP designation (CFP preferred) is an asset.
About TD

TD is one of the largest banks in North America, with a presence in Canada, the US, and globally. We are committed to enriching the lives of our clients, communities, and colleagues. Our compensation package includes a comprehensive benefits program, retirement savings plan, paid time off, and opportunities for career development and recognition.



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