Join TD in Toronto as an Advisory Succession and Teaming Manager to enhance succession programs in advisory practices. Your focus on client transitions will elevate service quality.
This position requires a proactive approach to develop and maintain succession agreements, while also offering strategic consultation to advisors. You will collaborate closely with branch management to implement training programs and drive effective transitions for clients. Your insights will be critical in shaping the client experience at TD.
Key Responsibilities:
• Create and maintain team agreements tailored for advisory services
• Consult on comprehensive succession strategies for firms
• Analyze and research client transition practices
• Design and deliver training programs to branch managers
• Enhance advisor transitions and develop impactful policies
Requirements:
• Bachelor's degree; MBA/CFA/CMA preferred
• At least 5 years of experience in financial industry
• Excel...