Overview
TD in Toronto seeks a proactive Advisory Succession and Teaming Manager to enhance succession programs for its advisory businesses. This position emphasizes policy development and client transition support. You will work closely with branch management and advisors, facilitating the creation of effective succession plans tailored to client needs.
Responsibilities
- Develop and maintain succession and teaming agreements
- Provide consultation on succession strategies
- Research and analyze client transition best practices
- Create training programs for branch managers
- Drive effective advisors' transitions and policy developments that elevate client experiences at TD
Requirements
- Undergraduate degree; MBA/CFA/CMA preferred
- At least 5 years in the financial industry
- Robust interpersonal and presentation skills
- Ability to influence and negotiate effectively