Jessica Manro
Wealth Management Professional
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About
Detail-oriented Wealth Management professional with nearly a decade of experience within top-tier financial institutions (TD Asset Management). Proven expertise in dealer investment spaces, compliance workflows (KYC updates), and client servicing. Adept at managing critical administration, preparing client meeting assets, and navigating specialized financial software systems while independently driving regional operations.
Experience
Business Development Manager - TD Asset Management - Calgary, AB
(2018-11)
- Managed rigorous advisor tracking, compliance documentation, and KYC alignment across independent financial planning firms.
- Prepared comprehensive client and advisor meeting materials, utilizing data analysis tools to track performance metrics.
- Cultivated strong rapport and delivered high-touch client service through proactive, regular correspondence and virtual meetings.
- Maintained deep fluency in industry-standard regulatory practices, ensuring all activities aligned with strict codes of conduct.
Sales Coordinator - TD Asset Management - Calgary, AB
(2016-11 - 2018-11)
- Provided comprehensive administrative, sales, and compliance support for multiple high-volume regional territories.
- Owned client file management, contact directories, complex calendar scheduling, and logistics for strategic 1-on-1 advisor meetings.
- Executed large-scale territory mailings, managed expense databases, and compiled specialized marketing and financial reports.
- Ensured all regional and territorial administrative responsibilities were executed with extreme attention to detail and zero oversight.
Administrative Assistant / Receptionist - Klohn Crippen Berger - Calgary, AB
(2014-10 - 2016-02)
- Orchestrated office coordination, drafted internal procedures, and authored PowerPoint presentations and corporate communiques.
- Managed extensive physical and electronic filing systems for QHSE administrative audit preparation.
- Scheduled complex multi-stakeholder meetings and coordinated end-to-end travel and accommodation logistics.
Customer Service Representative - TD Canada Trust - Calgary, AB
(2013-01 - 2014-09)
- Delivered front-line client service, managing transactions accurately while generating high-quality sales referrals.
Education
Bachelor of Arts - Communication and Culture - University of Calgary
