Found Description
Join TD as an Assistant Manager in Wealth Market in Ottawa, Ontario. This role focuses on client engagement, sales strategy implementation, and team leadership.
As an Assistant Manager at TD, you’ll deliver an integrated client experience while enhancing onboarding and portfolio management. You are tasked with driving business development and coaching staff to address client needs effectively. Supporting risk management and ensuring compliance will also be part of your responsibilities to protect both client and organizational interests.
Key Responsibilities:
• Conduct personalized onboarding for new clients
• Facilitate rediscovery meetings with current clients
• Analyze portfolios and develop tailored financial strategies
• Partner with various financial professionals for lead generation
• Foster employee development and sales strategy execution
Requirements:
• Undergraduate degree and Canadian Securities Course certification
• CFP designation preferred<...
As an Assistant Manager at TD, you’ll deliver an integrated client experience while enhancing onboarding and portfolio management. You are tasked with driving business development and coaching staff to address client needs effectively. Supporting risk management and ensuring compliance will also be part of your responsibilities to protect both client and organizational interests.
Key Responsibilities:
• Conduct personalized onboarding for new clients
• Facilitate rediscovery meetings with current clients
• Analyze portfolios and develop tailored financial strategies
• Partner with various financial professionals for lead generation
• Foster employee development and sales strategy execution
Requirements:
• Undergraduate degree and Canadian Securities Course certification
• CFP designation preferred<...