Josh Kew

Josh Kew

Followers of Josh Kew441 followers
location of Josh KewGreater Toronto Area, Canada

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  • Timeline

  • About me

    Experienced Financial Services and Banking Professional | Growth-Oriented Leader in Sales | Client and Colleague Success | Change Management and Operations Leader

  • Education

    • Wilfrid Laurier University

      -
      Honours Bachelor Business Administration Business Administration and Management, General
  • Experience

    • TD

      Mar 2004 - Oct 2024

      As a communications and engagement leader, I developed strategies that enhanced employee experience, streamline operations, and support business goals. I collaborated with cross-functional teams to drive impactful initiatives, provided guidance to leaders, and facilitated change management efforts to promote organizational growth and alignment. Additionally, I championed DEI initiatives and mentoring initiatives within the channel to foster a culture of inclusivity and professional development. Led a high-performing team to deliver exceptional business results and operational excellence. Provided strategic direction, coaching, and support to leaders, ensuring alignment with organizational priorities. Focused on driving team engagement, fostering collaboration, and building a culture of accountability. Partnered with cross-functional teams and supported talent acquisition efforts to attract and retain top talent. Oversaw branch operations, driving business growth and delivering exceptional client and employee experiences. Led a dynamic team to achieve performance targets through effective coaching, strategic planning, and operational excellence. Focused on fostering a strong sales culture, maintaining compliance, and building lasting relationships with clients, employees, and business partners.

      • Manager of Communications, Employee Engagement and Enablement, Retail Investment Specialists

        Mar 2023 - Oct 2024
      • Area Manager, Retail Investment Specialists

        Jun 2021 - Mar 2023
      • Branch Manager

        Jun 2015 - Jun 2021
      • Project Manager

        Feb 2015 - Jun 2015
      • Assistant Manager Operations - Greater Toronto Region

        Dec 2013 - Feb 2015
      • Manager, Special Inititatives

        Aug 2013 - Dec 2013
      • Manager, Financial Services

        Aug 2011 - Jul 2013
      • Manager, Customer Service

        Jan 2010 - Aug 2011
      • Financial Advisor

        Sept 2006 - Jan 2010
      • Customer Experience Associate

        Mar 2004 - Sept 2006
  • Licenses & Certifications

    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      View certificate certificate
    • Investment Funds in Canada (IFC)

      Canadian Securities Institute
      View certificate certificate
    • Practical Communication Tips for Managers

      LinkedIn
      Apr 2025
      View certificate certificate
    • Branch Compliance Officer's Course (BCO)

      Canadian Securities Institute
      View certificate certificate
    • Financial Planning II

      Canadian Securities Institute
    • Conduct and Practices Handbook Course (CPH®)

      Canadian Securities Institute
      Apr 2025
      View certificate certificate
    • Excel: PivotTables for Beginners

      LinkedIn
      Apr 2025
      View certificate certificate
    • FInancial Planning II

      Canadian Securities Institute
    • Professional FInancial Planning Course

      Canadian Securities Institute
    • Financial Planning I

      Canadian Securities Institute