Michael Watty
Calgary,AB
Summary
Detailed wealth professional excited to bring my knowledge and expertise to a new company where I'll have the opportunity to foster new relationships, help clients, build shareholder value and showcase my brand.
Overview
23
23
years of professional experience
Work History
Wealth Advisor
TD Private Wealth Management
02.2023 - Current
- Acted as the conduit between retail branches and wealth partners.
- Coached and up-skilled our retail branches with respect to private wealth management and client interactions.
- Built an efficient and repeatable day to day process.
- Conducted client discovery meetings and introduced clients to the appropriate wealth partners.
- Built a pipeline of high net worth opportunities.
- Closed high net worth opportunities within our various PWM lines of business (IA, PIC, PB, PT).
High Net Worth Relationship Manager
TD Direct Investing
11.2017 - 01.2023
- Acted as relationship manager and primary point of contact for 200 Direct Investing households with assets of $1-$50MM each.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Business Development Manager
TD Asset Management
01.2015 - 10.2017
- Acted as "inside sales" manager working in tandem with my regional VP to help drive mutual fund sales.
- Supported a Vancouver territory with both internal and external MFDA and IIROC licensed advisors.
- Generated new business with marketing initiatives and strategic plans.
- Established relationships with key decision-makers to promote growth and retention.
Private Client Service Associate
TD Private Investment Counsel
01.2013 - 12.2014
Business Development Manager
TD Direct Investing
01.2009 - 12.2012
Sr. Investment Representative
TD Direct Investing
01.2007 - 12.2008
Customer Service Representative
TD Canada Trust
04.2001 - 12.2006
Education
Bachelor of Commerce - Economics & Finance
University of Guelph
Guelph, ON04.2005
CSI
Skills
- 20 years delivering legendary customer service
- Breadth of knowledge and experience across multiple lines of business with a focus in wealth management
- Ability to build trust and foster long standing client and partner relationships
- Coach and Mentor
- Prioritize client needs while adding shareholder value
- Pipeline Management
Languages
English
Affiliations
Charity: 100 Men of Calgary
Timeline
Wealth Advisor
TD Private Wealth Management
02.2023 - Current
High Net Worth Relationship Manager
TD Direct Investing
11.2017 - 01.2023
Business Development Manager
TD Asset Management
01.2015 - 10.2017
Private Client Service Associate
TD Private Investment Counsel
01.2013 - 12.2014
Business Development Manager
TD Direct Investing
01.2009 - 12.2012
Sr. Investment Representative
TD Direct Investing
01.2007 - 12.2008
Customer Service Representative
TD Canada Trust
04.2001 - 12.2006
Bachelor of Commerce - Economics & Finance
University of Guelph
CSI
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