profile

Kosov Hoti

www.linkedin.com/in/kosovhoti

New York, NY

kosov.hoti@gmail.com

929 531 0376

Skills

Relationship Management

Leadership

Coaching

Career Development

Performance Management

Practice Management

Salesforce

Sales

Money Guide Pro

Framework

Strategy

Awards

2016 Rising STAR award

Activities

Bikes for Tykes 2015-2018

Junior Achievement - Economics for Success 2013 to Present

Financial Literacy Program 2018 - Present

Education

IIROC (Licensed to Trade) - CSI

Wealth Management Essentials , Wealth Management

August 2018 - October 2018

George Brown College - Toronto Ontario

Business Administration , Business

September 2008 - May 2010

Experience

Practice Management Consultant - USA

TD Wealth , New York, NY, USA

December 2021 - Present

Currently developing a practice management framework for a new Financial advisor program to ensure scalability.

I work with 3rd parties to understand business benchmarks, current trends and learnings for busines practice success.

We implement and create Leadership/Advisor workshops to ensure framework for success and continued development.

Ensure close communication with our internal partners to understand and create key role competencies and tools to measure & track success in a department of over 180.

Team Manager

TD Wealth , Toronto, ON, Canada

March 2020 - May 2021

Virtually coaching and leading a team of 19 associates to help coach and develop to performance and skills enhancements for future roles.

Driving results as team manager with top quartile ranking in Team Manager scorecard YOY 2021, coaching to behaviors and Financial Planner support while in a 100% virtual environment.

Maintained and managed relationships with 5 Senior Sales Managers to support with Financial Planner relationship concerns, weekly calls touchpoints, bi-weekly presentations with their teams and handled ever day high urgency client escalations.

Coaching & Developing
Relationship Management
Leadership
Transition Team Lead

TD Wealth , Toronto, ON, Canada

November 2018 - March 2020

Lead all recruiting, hiring, onboarding, 3-week new hire and department training of over 200 employees.

Successfully hired 120 skilled associates in a high performing environment

Created On-Going Training Committee to help scale up training in department and build prospective talent for the TTL role and future L&D roles.

Training & Development
New Hire Development
Hiring
Financial Planning Associate

TD Wealth , Toronto, ON, Canada

October 2015 - November 2018

Worked closely with 5 Financial Planners to help drive their business efficiency, build strong client relations, and helped to train them to on-going changes.

 

Leveraging best practices from Financial Planners to better advise them on how to maximize their performance, drive sales and decrease client retention. Helped two financial planners grow book size to $1M revenue generated to business.

Relationship Management
Customer Contact
Training & Development
Manager Customer Service

TD Bank Retail , Toronto, ON, Canada

November 2014 - October 2015

1st point of contact for customer resolution to retain and build customer relations in a high net worth clientele environment.

Successfully coached front line staff to performance, driving monthly campaigns and sales goals.

Training & Development
Coaching
Sales Support