Professional Wealth Branch Manager, Investment Advice Centre

Work Location:

Hours:

Line of Business:

Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

CUSTOMER:

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

Negotiate and execute an annual branch business plan and review individual business plan from each phone-based Investment Advisor

Plan and document client relationship management activities review and communicate results and adjust plan accordingly

Identify and develop relationships with TD Canada Trust and TD Wealth Partners to build sales and market share

Manage the branch budget/expenditures to increase efficiency and effectiveness

Fulfil annual Challenge Goals which include National and Branch specific goals to be reviewed on an annual basis

Engage phone-based advisors and support staff in ongoing endeavor to provide a legendary Client Experience

Oversee / direct the negotiation and resolution of significant client issues

SHAREHOLDER:

Work closely with key business leaders to develop business plan ensuring the optimal use of resources and leverage TDs operating model to maximize efficiency effectiveness and scale

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

Execute on the annual business plan to deliver results aligned with business strategies

Manage overall budget revenue and expenditures meet business objectives while increasing efficiency and effectiveness

Proactively identify key business opportunities research and recommend enhancements / modifications develop strategies to achieve recommendations and work closely with team to execute and implement

Monitor and communicate the effectiveness of strategies programs and practices related to own area of expertise

Protect the interests of the organization identify and manage risks and escalate non-standard high risk transactions / activities as necessary

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

Maintain a culture of risk management and control supported by effective processes in alignment with risk appetite

Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE/TEAM:

Lead a highly qualified and collaborative team of phone-based Investment Management professionals.

Contribute to the development of business segment and/or enterprise functional strategic priorities within their operational area or field of specialty

Develop annual and/or long term plans for own area and influences plans well beyond area managed

Responsible for management of the overall team providing both leadership and guidance

Set targets and objectives for the team and deliver results

Grow team expertise to align with business/enterprise demand and direction; assess team skills and capabilities and continually look for ways to provide and enhance the value delivered

Lead a high performing phone-based team; provide on-going feedback and performance reviews coach and develop employees and ensure performance management activities are undertaken and provide regular input into employee assessments and development plans

Lead the process of setting performance objectives for the team; track monitor and effectively address and/or reward performance in a timely manner

Manage employees in compliance with all human resources policies procedures and guidelines of conduct

Share knowledge information skills and subject matter expertise among the team and ensure the timely communication of issues and encourage good working relationships with other functions and teams

Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes

Recruit for all hires to ensure a highly diverse qualified workforce to achieve business objectives

Establish and foster a cohesive team; promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives

Act as a brand ambassador for the business area/function and the bank both internally and/or externally

BREADTH & DEPTH

Oversee and lead a large and/or highly complex and diverse reporting function for an area of significant risk complexity or scope while growing talent developing skills and capabilities to achieve career goals support project / initiative success and achieve business results

Provide coaching mentorship and guidance to practitioners business executives within area of expertise

Manage and oversee the overall discipline and strategy for the respective areas while aligning to the enterprise best practices

Provide coaching mentorship and guidance to practitioners business executives within area of expertise

Strategic partner to leadership team on the management of the portfolio and financials with deep industry external / internal enterprise knowledge recognizing and anticipating emerging trends and; identifying operational efficiencies and opportunities with other business management / enterprise areas

Facilitate key strategic discussions and provide thought leadership to executive audience (output may include strategic roadmap and/or deliverables/ frameworks/ short to long term goals etc.)

Set operational team direction and collaborate with others to execute on common goals

Focus on longer-range planning for functional area (e.g. 12 months or greater)

Generally reports to Region Head executive

EXPERIENCE & EDUCATION:

Undergraduate university degree

10 years of Sales Leadership experience

Registered with IIROC as a Registered Representative and Supervisor including but not limited to Option & Derivatives Supervisor Portfolio Manager

Life Insurance license (LLQP)

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we strive to make every interaction product and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

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. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well 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 youd 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):