Accountable for defining the strategy and associated roadmap in bringing the Direct Investing Onboarding Product vision for Assisted Channel to life.

Product Owner, Onboarding & Enablement Delivery | Direct Investing Journey | TD Wealth

Recipient of 2023 Vision in Action (VIA) Award of Distinction; F23 Annual Star Award; Q2 F23 Quarterly Star Award.
Accountable for representing the business on strategic initiatives and for ensuring efficient operations of the physical locations, systems, procedures and other support resources for TD Direct Investing Distribution teams. In partnership with other members within National Office, this role contributes to and supports the execution of the broader sales and distribution strategy within the Direct Investing resource.

Manager, Strategic Initiatives & Business Operations | Direct Investing National Office | TD Wealth

Recipient of Q1 F22 Quarterly Merit Award; Q2/Q4 F21 Quarterly Merit Awards.
Led a team of high performing CIRO Licensed Financial Planners with portfolio over $500MM AUM. Held accountable for business deliverables, with focus on goal based planning. Exceeded business goals 180% QoQ and consistent delivery on business objectives. .

Manager | Financial Planning | TD Wealth

Recipient of F19 Financial Planning Annual Distinction Award ; Q3 F20 Quarterly Merit Award; Q1/Q4 F19 Quarterly Merit Awards.
Through a disciplined process I work with High Value Clients (HVC) on a discovery journey to get to know and understand them - identify their goals, present and implement a financial plan and investment recommendation. Through ongoing relationship management of $60MM AUM, my role offers clients professional advice with a focus on goal-based planning.

Financial Planner | TD Wealth

Recipient of F17 Annual Merit Award ; Q2/Q3 F17 Quarterly Merit Awards.
As a Senior IR with the DIAO Team: I am accountable for on-boarding new clients from TD Canada Trust, while exploring Business Development opportunities and asset gathering to existing TD Direct Investing Discount Brokerage clients. Execute Capital Market trades and support the Discount Brokerage brand by providing genuine, knowledgeable service to clients who are seeking accurate: Securities Information, Activities & Developments, Company Products, Services & Account information.

DIAO Investment Representative | Direct Investing WCC | TD Wealth

Recipient Q3/Q4 F16 Quarterly Merit Awards. Execute Capital Market trades and support the Discount Brokerage brand by providing genuine, knowledgeable service to clients who are seeking accurate: Securities Information, Activities & Developments, Company Products, Services & Account information

Investment Representative | Direct Investing WCC | TD Wealth

Recipient of F15 Annual League of Excellence (LOE) Award ; Q2/Q3 F15 Quarterly Awards. Exceeded all business objectives and key performance index.

Customer Service Specialist | Credit Cards | TDCT

Zenith Bank Plc

Senior Analyst | FT and GL Reconciliation | Retail Banking

Access Bank Plc

Executive Trainee | Operations | Retail Banking

I am passionate about people, their development and how to simplify business processes. With over 15 years experience in the banking industry delivering on key accountablities and navigating through ambiguity.

My current mandate as Product Owner, Digital Acquisition & Enablement Delivery holds me accountable for defining the strategy and associated roadmap in bringing the Direct Investing onboarding product vision for Assisted Channel to life.

DISCLAIMER:
Information provided is intended for Canadian residents and does not constitute any financial, legal, tax, investment or other advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer

Taplio

Osaze Omoruyi, MBA, CIM®'s Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Osaze Omoruyi, MBA, CIM®'s Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Osaze Omoruyi, MBA, CIM®'s Linkedin Analytics