TD Bank

Professional Assistant Branch Manager Wealth

TD Bank$96K — $136K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree or related post-secondary education required.
  • Registered with CIRO as a Registered Representative and Supervisor.
  • 7+ years of Wealth leadership experience, including sales management.
  • Successful track record in talent recruitment and retention with a focus on diversity.
  • Experience in a large financial institution collaborating across business partners.

Responsibilities

  • Recruit and develop high-performance teams through personal development and setting objectives.
  • Implement sales strategies to meet business goals.
  • Execute business development activities and adjust tactics based on results.
  • Coach employees to identify client needs and meet sales strategies.
  • Promote TD Private Wealth Management in the community.

Benefits

  • Base salary with variable compensation opportunities.
  • Comprehensive health and well-being benefits.
  • Savings and retirement programs.
  • Paid time off and banking discounts.
  • Career development and recognition programs.
Full Job Description
Work Location:
Calgary, Alberta, Canada

Hours:
37.5

Line of Business:
TD Wealth

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

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

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:

The role of Assistant Branch Manager reports directly to the Branch Manager and is one of the key leadership positions on the TD Wealth leadership team and an integral part of TD Bank's strategy for TD PWM. As an Assistant Branch Manager, you will be expected to reflect TD's leadership profile and make an impact, build for the future, inspire the will to win, work effectively in teams, live transparency, show excellent judgment and demonstrate unwavering integrity. This role is responsible for providing sales leadership, talent recruitment, effective partner relationships and the consistent delivery of a legendary client experience.

Job 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.


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.

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

About TD Bank

TD Securities offers a range of advisory and capital market services to its clients. The company's range of services includes research, investment banking, capital markets, and global transaction banking. Research consists of commodity and equity research. Investment banking consists of mergers, acquisitions, industry expertise, and credit origination. Global transaction banking consists of trade finance, cash management, and correspondent banking. TD Securities was founded in 1855 and is based in Ontario.

TD Bank Careers

Join the vibrant team at TD Bank, one of North America's leading financial services organizations, where innovation, leadership, and growth go hand in hand. At TD Bank, we are committed to fostering a culture of diversity and inclusion, making it an ideal place for ambitious professionals to thrive. Work You’ll Do At TD Bank, your professional journey is bolstered by a robust support system. From your first interview to every career milestone, you will find opportunities for growth and leadership. Our team is dedicated to helping you develop the skills necessary for success in the ever-evolving financial sector. TD Bank offers a variety of job opportunities across multiple fields, from customer service to investment banking. Each position at TD Bank is a chance to contribute to our culture of innovation and exceptional client service. Internship Programs Kickstart your career with a TD Bank internship. Our programs provide invaluable industry exposure and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark in the banking industry. Interns at TD Bank enjoy the unique opportunity to work alongside seasoned professionals, gaining insights that are crucial for future employment. Benefits and Growth TD Bank is deeply committed to the well-being and continuous growth of our team members. We offer competitive benefits packages that cover health, finance, and family care. Our employees enjoy comprehensive health insurance, retirement plans, and generous paid time off, among other perks. Moreover, TD Bank encourages professional development through various training programs, including leadership development and diversity training. These initiatives ensure that our team remains at the forefront of industry standards and best practices. Join Our Team Explore the numerous career paths available at TD Bank and discover how your skills and interests align with our mission. We are actively hiring and continually looking for talented individuals who are passionate about banking and customer service. Networking and Professional Development At TD Bank, we believe in the power of networking and collaboration. Our employees have access to a wide range of networking events, workshops, and seminars that promote career development and professional growth. These platforms not only enhance your professional skills but also expand your industry connections. Stay Connected Keep up to date with the latest at TD Bank Careers by subscribing to our job alert emails. Tailor your subscription to match your career preferences and get the latest news, insider tips, and job opportunities delivered straight to your inbox. Explore job opportunities at TD Bank and be part of a team that values hard work, creativity, and a diverse workplace culture. Your next great career move is just a click away. SEARCH TD BANK JOBS Join us at TD Bank and let your ambition lead you to a rewarding career filled with opportunities to learn, grow, and innovate.
Learn more about TD Bank
Size
90,000 employees
Market Cap
$117.9 billion
Industry
Net Income
-$6.9 million
5 Year Trend
+6.6%

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