Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Keleena Mariasine

Halifax,Canada

Summary

Dynamic, results-oriented financial leader with proven expertise in transformational leadership, cross-functional collaboration, and growth-driven strategies within wealth advisory services. Demonstrated record of developing top talent, significantly expanding market share, and delivering client-centric financial solutions. Recognized for visionary leadership, measurable business impact, and dedicated community involvement.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Market Manager, Specialized Services

TD Wealth
11.2022 - Current
  • Lead financial professionals in achieving wealth management growth and professional development.
  • Foster strategic partnerships through OneTD collaboration to optimize client outcomes.
  • Drive market strategy initiatives and ensure operational excellence.

Regional Manager, Private Trust

TD Wealth
01.2022 - 11.2022
  • Directed a high-performing Private Trust team, focusing on legendary client experiences.
  • Cultivated strategic internal and external relationships to integrate comprehensive client offerings.
  • Enhanced visibility and growth of TD Private Trust within Atlantic Canada, consistently meeting revenue goals.
  • Managed risk effectively by staying abreast of regulatory and market dynamics.

Wealth Advisor

TD Wealth
11.2017 - 01.2022
  • Provided tailored wealth management advisory services to High Net Worth clients.
  • Consistently achieved annual sales targets, emphasizing internal OneTD collaboration metrics.
  • Expanded client base and maintained an active client pipeline through strategic engagement and Salesforce CRM.

Estate & Trust Advisor

TD Wealth
07.2013 - 11.2017
  • Drove business development and client relationships for Private Trust in Atlantic Canada.
  • Exceeded sales targets through effective client engagement, particularly during challenging circumstances.
  • Supported operational excellence and enhanced OneTD market presence.

Financial Advisor

TD Wealth
08.2011 - 07.2013
  • Delivered comprehensive financial planning and investment advice.
  • Mentored junior team members and led employee experience initiatives.
  • Managed personalized investment portfolios and facilitated mortgage and loan origination.

Education

Bachelor of Commerce - Finance

Saint Mary's University
Halifax, NS
01.2007

Skills

  • Strategic financial planning and risk assessment
  • Agile Thinking & Cross-Functional Collaboration
  • Leadership Development & Team Empowerment
  • Change Management & Communication
  • Business Case Development & Execution
  • Proficient in managing transitions

Certification

  • TD Women & Rotman Leadership Certificate, 2022
  • CICEA Certification, 2018
  • Financial Planning II – FPII, 2018
  • MTI Certification, 2016
  • Canadian Securities Course (CSC), 2016
  • Certificate in Financial Services Advice, 2012

Accomplishments

  • Increased market share by 5% as Market Manager, Specialized Services at TD Wealth.
  • Achieved highest Investment Management & Private Banking penetration at 54%.
  • Grew Private Trust revenue by 5%; increased Insurance revenue by 1500% YoY.
  • Developed high-performing teams, resulting in two Vision in Action award recipients.
  • Recipient of multiple Merit and STAR awards.

Timeline

Market Manager, Specialized Services

TD Wealth
11.2022 - Current

Regional Manager, Private Trust

TD Wealth
01.2022 - 11.2022

Wealth Advisor

TD Wealth
11.2017 - 01.2022

Estate & Trust Advisor

TD Wealth
07.2013 - 11.2017

Financial Advisor

TD Wealth
08.2011 - 07.2013

Bachelor of Commerce - Finance

Saint Mary's University

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Keleena Mariasine