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Senior Wealth Management Team Lead
1 month ago
This Senior Wealth Management Team Lead role is an exciting opportunity to lead a high-performing team in the Halifax branch, driving exceptional client experiences and contributing to the growth of TD Wealth.
About the RoleWe are seeking an experienced leader who can oversee day-to-day operations, develop and coach employees, and promote a fair and inclusive environment. The ideal candidate will possess deep knowledge of wealth management, industry, and markets, with excellent people management, coaching, and stakeholder management experience.
Key Responsibilities- Lead a team of highly skilled support staff, ensuring a positive working environment, change management, consistent process improvements, and adherence to regulatory requirements.
- Coach and develop employees to proactively identify client product and services needs and deliver on business sales, advice strategies, and individual goals.
- Assist with training new branch support staff and coordinate ongoing training initiatives for existing branch staff.
- Promote a fair and inclusive environment that supports a diverse workforce and encourages the team to achieve common goals and objectives.
- Deep knowledge of Wealth Management, industry, and markets.
- Possess excellent people management, coaching, and stakeholder management experience.
- Strong process management knowledge and understanding of the business and operational function areas supported.
- Effectively able to handle critical and/or high-risk issues.
TD Securities offers a competitive salary range of $62,300 - $93,500 CAD per year, along with opportunities for professional development, a comprehensive benefits plan, and a chance to make a meaningful impact in the financial services industry.