Manager, Succession and Teaming Programs

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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:

Reporting to the Senior Manager Practice Successions and Teaming Programs the Manager will be responsible for managing and executing the business succession programs for the Advisory businesses and supporting the field management teams. This role will assist and support the Senior Manager with developing and facilitating succession and teaming plans for Advisors to ensure a smooth transition for clients and team members.

Key responsibilities of the Manager will include:

• Manage and evolve Succession and Teaming programs

• Develop policies and manage procedures for these programs for advisors and front office management teams

• Provide consultation to Branch Managers and advisors on developing and executing a succession and teaming plan

• Research analyze and develop best in class solutions designed to address gaps and priorities aligned to business needs when transitioning clients between advisors

• Develop and evolve Succession and Teaming agreements based on deal size and number of clients being transitioned

• Develop maintain and evolve Succession and Teaming resource center for advisors and front office management teams

• Develop maintain and evolve processes to facilitate Succession and Teaming payments and recoveries between Divesting and Inheriting advisors

• Develop education and training sessions for Branch Managers and Advisors on developing and executing a succession plan

• Proactively work with branch leadership and advisors to have a succession and teaming plans in place for eligible advisors

• Identify opportunities to engage with top tiered advisors on long term succession plans Presidents Club & Merit Club

• Provide industry trends and insights on number of advisors transitioning their business price valuations and client attrition rates

• Manage analyze and draw insights from data to inform priorities and initiatives including post-implementation reviews and program analysis to ensure solutions continue to meet business strategy and vision

• Other general duties to support and such as participation in overall strategy design development and implementation

• Identify opportunities to streamline end to end processes

• Define document & implement policies and procedures for business succession while adhering to regulatory requirements

• Actively manage relationships within and across various business lines and ensure alignment with enterprise and/or regulatory requirements

Job Requirements:

• Undergraduate Degree (not exclusive list): Business Administration Economics Finance Mathematics Statistics or Commerce (MBA/ CFA/ CMA is an asset).

• Industry related courses or designations are an asset

• Minimum 5 years wealth management or financial industry experience

• Strong interpersonal skills with an ability to build relationships negotiate impact & influence others

• Highly self-motivated self-disciplined and comfortable in operating in a dynamic fastpaced environment

• Demonstrated ability to collaborate among various businesses balancing multiple partners needs to gain consensus

• Strong presentation coaching and training skills ability to communicate clearly and concisely to a broad audience

• Excellent verbal written communication skills with ability to create original written communication materials for use by investment professionals

• The ability to work both as part of a team and independently to complete tasks including working over and above a regular workday as required

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):