Jenny Wright Email & Phone Number

Vancouver, British Columbia, Canada

British Columbia

As a member of the Wealth Practice Management High Net Worth Delivery and Training team, I have the distinct pleasure of working with investment advisory teams, leaders and other partners across Canada.As a Senior Practice Consultant, I engage with my clients in a practice discovery and solution process, identifying and delivering solutions that harness the full scope of all of TD Wealth's internal partners. My focus is to equip my clientele with the support necessary to grow their businesses through increased efficiency and industry leading practices.

Vancouver, Canada Area

As a member of the Portfolio Management Specialist team, I have the pleasure of working with a unique group of Investment Advisors that operate a discretionary Advisory practice. By taking the time to understand their practice, I am able to provide customized solutions to help run their business as efficiently as possible.-Creating efficiencies-Growing and maintaining the discretionary offering-Enhancing the client and employee experience

Vancouver, Canada Area

Provide dedicated investment and administrative support to high net worth relationships.-Registered Representative-Portfolio analysis and investment recommendations-Oversee administration and execution of discretionary book of business (model portfolio maintenance, trade execution, Investment Policy Statement monitoring, annual reviews)-Manage team of administrators

Vancouver, Canada Area

Provide specialized Wealth Management training to various Credit Union partners across Canada- Develop and deliver content with accompanying advisor resources for MFDA and IIROC representatives-->MFDA New Representative Training Program, including Canadian Investment Funds Course Exam Preparation-->IIROC New Advisor Training, including 90 day IATP-->Financial planning techniques and best practices­-->Contact management strategies / business planning-->Sales techniques / coaching­-->Webinar series, including investment concepts, product, compliance and systems- Provide subject matter expertise to the Instructional Designer to aid in the development of MFDA and IIROC e-modules to support the strategic initiative of building scalable, self-serve educational resources- Create and distribute monthly e-newsletters to drive registration for upcoming live training, share best practices from previous sessions and highlight key success stories from within the partnership - Research, design and write technical papers on a variety of investment topics to facilitate understanding of complex investment concepts as well as provide practical hands-on tips for implementing strategies

Vancouver, Canada Area

Provide customized training to all Wealth Partners across Western Canada, leveraging technology- Work closely with Investment Advisors and Sales Assistants to identify gaps in business / operational process and offer customized solutions and best practices- Liaise with National Sales, Regional Managers and Branch Managers to determine appropriate training strategies for individuals and branches- Develop and deliver training programs for various Practice Management Programs (Developing Investment Advisor, Level I & Level II)- In partnership with Learning and Development, act as a key resource to provide guidance and expertise on training related methodologies / technologies to develop specific programs and solutions- Subject matter expert for internal software applications for all Wealth business lines

Vancouver, Canada Area

Operational and administrative support to Sales Assistants, Investment Advisors, and Branch Managers; also provided leadership, operational management, customer service coaching, risk management and training and development to all support staff and Assistant Branch Administrators- Oversee branch operations- New Issue Coordinator (Fixed Income and Equity)- Support staff HR Representative (40 + staff)- Reward and Recognition- Branch profit and loss analysis / Branch Finance- Branch Compliance Assistant, ensuring IIROC and internal policies are met- Supervise Assistant Branch Administrators and Receptionist to ensure cage compliance (cheque deposits and issuance, securities handling, technology / equipment, corporate actions / re-org, branch recovery plan, supplies)- Western Canada Representative Branch Administrator Advisory Council- Liaise with other Wealth Partners, Retail Partners and National Sales- Registered Representative- STAR award nominee 2008

Vancouver, Canada Area

Provided a professional level of client service, sales and administrative support to a team of Senior Investment Advisors- Investment Representative- Client Service- Investment Proposals- Account maintenance- Marketing

West Vancouver, Canada

Dedicated support to two Investment Executives- Investment Representative- Client Service- Order Entry- Assist with Investment Proposals- Account opening, transfers, and general housekeeping / maintenance of accounts- Branch Trainer- Branch Compliance Assistant (assist Branch Manager with Monthly PRO and client statement reviews and maintain all compliance filing)- Back up cage officer

Vancouver, Canada Area

Various roles held with Trust division (formerly Aetna Trust) as well experience in retail banking:-GIC Deposit Administrator-Mutual Fund Administrator-Switchboard/Reception-Invoice Processing-Customer Service Representative

Leadership Program

This experiential leadership training program is completed over a 10 month period, that includes 4 residential retreats, connected.

Kolbe Certified Consultant

Leveraging the Kolbe System to coach individuals, teams and leaders to understand their instinctive strengths and optimize team.

Life Coach

Coach Training Program, 104 hours

Behavioural Financial Advice Program

The Behavioural Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional.

Registered Retirement Consultant

Fma, Investments

- Canadian Securities Course - Conducts and Pracrices Handbook - Professional Financial Planning Course - Wealth Management Techniques.