Job Description
Elevate advisory succession programs with TD in Toronto as a proactive Manager. Focus on policy development and client transition support tailored to advisory businesses.
In this crucial role, TD is seeking an Advisory Succession and Teaming Manager to work closely with branch management and advisors. Your primary task will be to develop effective succession plans that cater to client needs while enhancing overall client experiences. You will also facilitate training programs and analyze best practices in client transitions.
Key Responsibilities: • Develop succession and teaming agreements for advisory services • Provide consultation on various succession strategies • Research client transition best practices in advisory governance • Create training programs to empower branch managers • Drive policies that enhance advisor transitions for clients
Requirements: • Undergraduate degree; MBA/CFA/CMA preferred • Minimum 5 years of experience in the financial sector...
In this crucial role, TD is seeking an Advisory Succession and Teaming Manager to work closely with branch management and advisors. Your primary task will be to develop effective succession plans that cater to client needs while enhancing overall client experiences. You will also facilitate training programs and analyze best practices in client transitions.
Key Responsibilities: • Develop succession and teaming agreements for advisory services • Provide consultation on various succession strategies • Research client transition best practices in advisory governance • Create training programs to empower branch managers • Drive policies that enhance advisor transitions for clients
Requirements: • Undergraduate degree; MBA/CFA/CMA preferred • Minimum 5 years of experience in the financial sector...