AVP Leading Wealth Advisory Services

Elevate client interactions at TD Wealth as the Associate Vice President, enhancing advisory services from Markham, Ontario. Focus on AI integration and driving results in a collaborative environment.

This role within TD Wealth empowers you to oversee a cutting-edge Wealth Contact Center while managing strategies related to Direct Investing and financial advisory services. You will cultivate a high-performance culture focusing on talent development and operational success that impacts a wide range of personnel.

Key Responsibilities:

• Lead the Wealth Contact Center with AI-driven tools

• Implement and execute advisory service strategies

• Collaborate across departments for consistent service delivery

• Monitor performance metrics for effective outcomes

• Guide compliance and governance for AI integrations

Requirements:

• Background in wealth management or advisory services

• Strong decision-making and operational skills

• Proven success in leading customer-centric teams

• Familiarity with financial products and regulations

• Ability to inspire and sustain change within teams

Drive the vision for TD Wealth's advisory services and client experience, maximizing efficiency and growth.
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