Professional Assistant Branch Manager Wealth

Description

Recruit, develop, and lead high-performance teams through personal development planning, setting rational performance objectives, and providing feedback and performance assessments in a timely manner.

Contribute to the development and implementation of sales strategies to achieve business objectives and sales goals

Plan and execute business development activities, review and communicate results, and adjust tactics accordingly

Coach and develop employees to proactively identify client product and services needs and to deliver on the business sales, advice strategies and individual goals

Actively promote the TD Private Wealth Management image and brand within the community through participation and leadership in business groups, and related activities

Ensure necessary due diligence (i.e. accuracy of information) to support the accuracy of all client activities, i.e., Know Your Client, etc.

Ensure client needs are fully assessed and that referrals to other areas of TD Wealth are made smoothly and effectively

Effectively engage the organization to get things done, lead others through periods of complex change, and enhance TD’s brand.

Maintain a deep understanding of TD Wealth Management Advisory offering from the ground up together with the key levers within such offering that drive superior results.

Know & understand the competitive landscape, identify emerging industry trends across and recommend strategies to drive a competitive advantage.

Lead in the community, developing opportunities to grow the TD PWM franchise and increasing our profile in the local market.

Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts

Review and support Branch Managers in the development and execution of branch business plans.

Recruit, develop, and lead high-performance teams through personal development planning, setting rational performance objectives, and providing feedback and performance assessments in a timely manner.

Lead the evolution and delivery of legendary client experiences.

Actively promote the TD PWM brand profile within the region through participation and leadership in business and industry groups, and related activities including public speaking and media appearances.

Oversee and direct the negotiation and appropriate resolution of significant client issues, which may include liaising with internal and external ombudsmen, industry regulators, and participation in legal proceedings.

Provide ongoing leadership, counsel, and oversight on compliance-related matters to ensure conformity with evolving industry regulations, internal compliance, risk management, and audit policies and practices.

Maintain a strong understanding of the Bank’s internal risk management and audit policies and procedures and those defined by external entities including relevant banking authorities and industry regulators. Participate in crafting new policies and procedures for the business to meet new and evolving regulatory requirements.

Follow and ensure employees understand and apply bank operating policies and procedures

Requirements

Undergraduate university degree or related post-secondary education at a minimum

Currently registered with the Canadian Investment Regulatory Organization (CIRO) as a Registered Representative and Supervisor

7+ years of Wealth leadership experience, including branch and sales management.

A successful track record of recruiting, acquiring, growing and retaining top talent, promoting diversity, building partnerships, aligning enterprise capabilities and striving to raise the bar on continuous improvement.

A proven strategist, change agent and advocate with the ability to balance business realities, regulatory expectations and best practices to lead others in pursuit of opportunities.

A successful history of working in a large financial institution where success is achieved by collaborating with other business partners.

A clear understanding of the importance of collaboration across the organization to leverage peer groups.

Proven ability to provide a balanced approach and to stay resilient under pressure with the ability to operate in an evolving and sometimes ambiguous environment reflecting timely and decisive leadership.

Demonstrated time management and organizational skills to meet tight deadlines as well as the flexibility to adapt to changing priorities.

Confident presentation and facilitation skills.

Who We Are :

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information :

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only) :

Sans Objet