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Senior Wealth Management Professional
2 months ago
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 large team and overseeing the management of complex financial portfolios.
Key Responsibilities- Develop and implement sales strategies to achieve business objectives and sales goals.
- 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.
- Undergraduate university degree.
- Investment Management course, CIM or CFA is an asset.
- CFP or PFP designation (CFP preferred) is an asset.
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.
