Assistant Wealth Market Manager

About Td

Company description not provided.

Job Summary

The Assistant Wealth Market Manager is responsible for delivering a consistent and integrated PWM experience to all clients and prospects in the Centre, demonstrating leadership in the execution of the Sales and Client Engagement Model (CEM).

Key Responsibilities

• Ensure all new clients receive an enhanced onboarding experience, including a thorough client discovery process and tailored Wealth Strategy.
• Conduct rediscovery meetings with existing clients to add value and deliver a PWM experience.
• Participate in resolving significant client relationship issues.
• Complete analysis of client portfolios to develop a thorough understanding of top clients.
• Prepare and develop agendas for center sales meetings.
• Partner with the Retail branch network and other wealth management professionals to generate leads.

Shareholder Responsibilities

• Contribute to the development and implementation of sales strategies to achieve business objectives.
• Demonstrate leadership in the Client Experience Program.
• Plan and execute business development activities.
• Coach and develop employees to identify client needs and deliver on sales strategies.
• Ensure due diligence to support the accuracy of client transactions.
• Protect the interests of the organization by managing risks.