TD Wealth , New York, NY, USA

December 2021 - Present

Successfully developed a Practice Management framework for a new large scale Financial advisor program to ensure scalability and growth.

Managing relationships with internal partners to gather feedback in large scale project creation/implementation.

Building out a main hub intranet for all development and growth materials in support of new and existing Advisors learning journey. 

Researching outside business trends, changes and timely information to build content is support of Advisor growth and success.

Facilitation and creation of key on-going and adhoc workshops for new to experienced advisors.

TD Wealth , Toronto, ON, Canada

March 2020 - December 2021

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

Ensuring successful implementaion of business change projects with team, setting up a topic champion and tracking team implementation with rewards to ensure success.

Driving results with top quartile ranking in Team Manager scorecard YOY 2021, coaching to behaviors and Financial Planner support while in a WFH environment.

Maintained and managed relationships with 5 Senior Sales Managers to support with Advisor relationship concerns, set touchpoints, presentations, high urgency client escalations and communicating/intergrating large scale changes.

TD Wealth , Toronto, ON, Canada

November 2018 - March 2020

Creating a robust 3 week training program and launching an On-Going Training Committee to continue training improvements and build talent pool for future. 

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

Successfully recurited, hired and scaled up 120 skilled associates in a high performing environment.

Continously improving our employee talent program and In/out flow process.

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.

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.