Assistant Wealth Market Manager

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:
Responsible for the delivery of a consistent and integrated PWM experience to all clients and prospects in the Centre and actively demonstrate leadership in the consistent execution of the Sales and Client Engagement Model (CEM).
Ensure that all new clients receive an enhanced on-boarding experience which includes a thorough client discovery process creation of a tailored Wealth Strategy and a differentiated HNW planning experience through early introductions to applicable PWM Partners
Ensure that rediscovery meetings are conducted with existing clients to add value and deliver a PWM experience
Participate in the resolution of significant client relationship issues and leverage support of MM and Sr. Regional Business Manager to address client concerns efficiently
Complete analysis of client portfolios in order to develop a thorough understanding and relationship with the top clients of the centre
Prepare/develop agenda and in the absence of the Market Manager lead center sales meetings
Partner effectively with the Retail branch network Commercial Bank as well as other wealth management professionals to translate into potential leads and greater share of wallet

SHAREHOLDER:
Contribute to the development and implementation of sales strategies to achieve business objectives and sales goals
Actively demonstrate a leadership role in the Client Experience Program through monitoring and contributing to the branch success in achieving branch CEI targets
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
Ensure necessary due diligence to support the accuracy of all client transactions / activities
Follow and ensure employees understand and apply bank operating policies and procedures
Protect the interests of the organization identify and manage risks and escalate non-standard high risk transactions / activities as necessary
Lead relationships with business lines / corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements
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 subset of highly qualified and collaborative team of professionals which may include Senior Private Bankers and Associate Private Bankers.
Responsible for management of the overall team providing both leadership and guidance
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
Co-lead a high performing team; provide on-going feedback and performance reviews coach and develop employees and ensure performance management activities are undertaken and completed for all employees
Contribute to 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
Contribute to the recruiting process and 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 a large team with functional diversity and complexity where activities involve multiple step transactions multiple systems and jurisdictions higher volumes and/or medium to high complexity
Work focus time horizon is generally medium to long term with moderate to high focus on strategic planning
Requires expert process management knowledge and the risk profile for team processes supported
Lead teams with multiple points of internal and external contact (may include direct contact with Clients)
May manage over a diverse geographic jurisdiction
Oversee management of team requiring workforce to decision on acceptable level of risk- Moderate to High risk potential (loss/reputational) for functional area
Act as second-highest point of team escalation for resolution and provides direction to resolve issues or escalate
Involves regular contact with cross-functional teams across TDBG or external contacts and/or clients
Generally reports to Market Manager

EXPERIENCE & EDUCATION:
Undergraduate university degree
Canadian Securities Course
MF Branch Managers Compliance Officer certification (or equivalent) is required
CFP or PFP designation (CFP preferred) is an asset
Previous experience in Private Banking and/or Private Trust and a strong Financial Planning background

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 deliver legendary customer experiences to 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 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 youve 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 were 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. 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. 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 were committed to helping you identify opportunities that support your goals.

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):