1. Kirsty McAllister
(416) 301 1418
kirstymcallister@icloud.com; https://ca.linkedin.com/in/kirsty-mcallister-43708a6a
PROFESSIONAL PROFILE
A self-motivated and client-focused Change Manager and Communication
Specialist with impeccable business judgement and substantial
success in the financial industry. Demonstrates excellent
transferable skills, sound knowledge of financial markets and a
strong background in change management and corporate communications.
Applies an analytical approach to solving problems, communicates and
presents complex information to diverse audiences with ease.
Collaborates effectively in cross-functional team settings and
cultivates trusted relationships with diverse strategic
stakeholders. Committed to service excellence.
CORE COMPETENCIES
• Change Management • Leading without authority • Financial Writing & Editing
• Project Management • Process Mapping • Presentation Delivery
• Corporate Communications • Presentation & Training Delivery • Public Speaking
• Training and Development • Cross-Functional Collaboration
• Assessment of Operational
Impacts
• Timeline Management • Client & Advisor Relationships • Stakeholder Assessment
CAREER SUMMARY
TD Wealth Toronto, ON (Oct 2012 – June 2016)
Manager Strategic Initiatives Communications, TD Private Wealth Management, (Oct 2015 – June 2016)
• Moved to support TD Private Wealth Management Communications Team through transformation
• Delivered corporate and executive communications support to senior management and executive teams for PIC,
PIA, Private Banking and Private Trust
Organizational Change Management Lead, TD Wealth (Oct 2012 – Oct 2015)
Key Achievements
• Performed as an Organizational Change Manager on multiple projects and key initiatives for TD Wealth
• Directed all process and people change impacts in the execution of these initiatives
• Responsible for delivery of Change Strategy, Change Plan, Stakeholder Analysis, and Communication Strategy
and Plans
• Supported numerous Operational Teams throughout project life cycle
• Facilitated “Day in the Life” Sessions and Process Mapping Sessions with Ops teams, business leads and IT
Architects
• Determined all procedural impacts, supported and monitored Procedure Writers
• Built Training Plan and supported all Learning and Development activities
• Developed Communication Plans for internal and external audiences for various lines of business within TD
Wealth
• Collaborated with Project Delivery Manager and Business Lead to ensure project readiness and successful
execution of new initiatives from Initiation to Go-Live phase of the project cycle
• Gathered feedback to gauge success Post Implementation
• Contributed to the development and mentoring of junior OCM team members and managed their deliverables
• Solid background and years of hands on experience with PROSCI methodology
Key Projects
• USD Registered Plan and FX Mitigation
• TD Wealth Rebrand
• FATCA
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2. RBC Global Asset Management, Toronto, ON (2008 - 2012)
Manager, Investment Communications
Key Achievements
• Developed original content for articles and publications for both Advisor and Enterprise Sales Channels
• Served as a regular originator and writer of the Daily Market Update (DMU), a daily investment advice piece
distributed to 7000 Enterprise Sales staff and executives
• Utilised the ability to educate and inform advisors on financial markets and products, and used creative
storytelling with daily deadlines
• Wrote and contributed regularly to the RBC DS Bulletin, a monthly publication created for RBC Dominion
Securities Investment Advisors
• Interviewed Fund Managers for the purpose of highlighting their approach and performance
• Developed mutual fund launch materials including Fund Profiles, Advisor Guides, and client-facing brochures
• Created letters on behalf of the President and edited pieces for the Chief Economist
RBC Dominion Securities, RBC Wealth Management Toronto, ON (2003 - 2008)
Investment Advisor and Financial Planner (2003 - 2008)
Key Achievements
• Completed the RBC DS Rookie Training Program in Sep 2003 and worked as an Investment Advisor until 2005
• Managed existing book of business in 2005, and joined a large advisory team, managing assets in excess of
$600 M
• Applied astute up-selling and cross-selling capabilities in promoting fee-based products such as Advisor
Accounts, Parameters, Access, Sovereign, and third-party mutual funds, and ensured the alignment of products
with the portfolio objectives of each client
• Generated new client accounts by executing a multi-pronged strategy of networking, marketing, special events,
lunch & learn programs, and information seminars
• Engaged with clients on a regular basis, to respond to queries and resolve concerns
• Undertook quarterly to annual reviews of client portfolios to ensure an appropriate balance of investments to
ensure the achievement of performance goals
• Collaborated with Insurance Specialist Estate Planning Lawyers and Bankers in developing a comprehensive
plan to address all the financial needs and goals of each client
RBC Dominion Securities (1995 - 2002)
Associate Investment Advisor, Global Private Banking Office Toronto, Ontario
Associate Investment Advisor, London ON (1998 - 1999)
• Re-located to the London office in order to try out for the National Rowing Team
• Served as a primary point of client contact for information on accounts, stock quotes and trade execution
• Worked closely with Institutional accounts exercising employee stock options, with a book comprising of active
traders and HNW international clients
VOLUNTEER WORK
• Volunteered to run TD Wealth Charity Weeks activities
• Coordinated over 20 charities and organized hundreds of employees
• Managed the SharePoint registration site, conducted weekly committee meetings, and oversaw all the logistics
and finances
EDUCATION
• Bachelor of Arts in English, Queens University, Kingston, Ontario 1995
PROFESSIONAL DEVELOPMENT
• Canadian Investment Management Course (CIM) In Progress
• Completed TD Leadership Pipeline Training Course 2015
• Personal Financial Planner (PFP), 1998
• Canadian Securities Course, 1995
• Conduct and Practices Course, 1995
TECHNICAL AND IT PROFICIENCY
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3. Microsoft Office: Word, Excel, PowerPoint, Access, and Outlook
Other: Financial and Investment Software, Social Media Platforms
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