TD Bank

Professional Wealth Branch Manager

TD Bank$115K — $163K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of Sales Leadership & relevant industry experience
  • Deep understanding of the HNW and UHNW client sector
  • Undergraduate university degree
  • Registered with CIRO as a Registered Representative and Supervisor
  • Life Insurance license (LLQP)

Responsibilities

  • Lead a collaborative team of Investment Management professionals
  • Develop business plans to maximize resources and operational efficiency
  • Plan and execute business development activities and adjust tactics
  • Engage advisors and support staff to enhance client experience
  • Identify business opportunities and implement strategic enhancements
  • Document and adjust marketing and business development plans
  • Set and monitor performance objectives for the team
  • Promote effective risk management and control processes
  • Recruit a diverse and qualified workforce
  • Act as a brand ambassador for the business area

Benefits

  • Comprehensive health and well-being benefits
  • Savings and retirement programs
  • Paid time off
  • Banking benefits and discounts
  • Career development opportunities
  • Reward and recognition programs
Full Job Description

Work Location:

Vancouver, British Columbia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$115,600 - $163,200 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:

Private Wealth Management provides high-net worth and ultra-high-net client segments with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, they bring a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. Team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of TD Wealth Services, Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.

This role is responsible for leading a team of Investment Management professionals, charged with asset accumulation, preservation and revenue growth, while delivering a differentiated HNW planning experience.    

Accountabilities

  • Lead a highly qualified and collaborative team of Investment Management professionals
  • 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 Develop annual and/or long term plans for own area and influences plans well beyond area managed
  • Engage advisors and support staff in ongoing endeavor to provide a legendary Client Experience
  • Proactively identify key business opportunities, research and recommend enhancements / modifications, develop strategies to achieve recommendations and work closely with team to execute and implement
  • Plan and document marketing and business development activities, review and communicate results and adjust plan accordingly
  • Lead the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
  • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
  • Recruit for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
  • Act as a brand ambassador for the business area/function and the bank, both internally and/or externally
  • Generally reports to Region Head executive

Requirements

  • 10+ years of Sales Leadership & relevant industry experience
  • Deep understanding of the HNW and UHNW client sector
  • Undergraduate university degree
  • Registered with CIRO as a Registered Representative and Supervisor, including but not limited to Option & Derivatives Supervisor, Portfolio Manager
  • Life Insurance license (LLQP)


 

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.

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%

Similar Jobs

More Jobs at TD Bank

More Finance & Insurance Jobs

Find similar Professional Wealth Branch Manager jobs: