Professional Wealth Branch Manager, Investment Advice Centre

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD General

Pay Details: $96,900 - $136,800 CAD

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 candidate's 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 TD’s 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 world's 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 95,000 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: 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.

If you’re 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.

We're 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 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