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Professional Wealth Branch Manager

3 months ago

Montreal, Quebec, Canada TD Bank Full time

Professional Wealth Branch Manager:

BR

Job Category - Primary

  • Wealth Management

Work Location

  • 1350 Rene-Levesque Blvd Corporate

Employment Type

  • Regular

City

  • Montreal

Time Type

  • Full Time

Province/State

  • Quebec

Hours

  • 37.5

Workplace Model

  • Onsite

Pay Details

Department Overview

  • TD Private Wealth Management is a premier fullservice brokerage and wealth management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling the comprehensive needs of mass affluent and highnetworth clients with World-Class Advice and Legendary Client Experiences.

TD Private Wealth Management (PWM) is ideal for investors who are looking for professional, custom-tailored wealth plan and investment solutions, while maintaining participation in the decision-making process regarding their financial affairs.

We work one-on-one with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client's financial success over the long-term.


  • The role of Branch Manager reports directly to the Eastern Canada Region Head of PWM and is one of the key leadership positions on the TD Wealth senior executive team and an integral part of TD Bank's strategy for TD PWM.
  • As 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.

Job Details

  • Effective People Leadership
  • You lead decisively, and influence, high performing teams, have strong written and verbal communication skills and have a proven record of taking a multifaceted, dynamic approach toward motivating, coaching and developing others in the context of an engaging, diverse and respectful workplace. You are not the leader of some. You are capable of influencing and collaborating with other Senior Leaders and Executives across the organization.


 Operational Excellence
  • You focus on continually improving operating performance and process, set challenging but attainable goals and establish clear performance measures and expectations for your team while building a supportive environment that allows people to stretch their capabilities and reach their full potential.


 Organizational Awareness
  • You have the ability to effectively engage the organization to get things done, lead others through periods of complex change, and enhance TD's brand.


 Business Acumen
  • You have an indepth understanding of our Wealth Management Advisory offering from the ground up together with the key levers within such offering that drive superior results. You have the ability to analyze sales and financial data, identify trends and implement specific tactics to increase revenue, reduce expenses, enhance firm profitability and drive growth.


 Strategic Insight
  • You study the competitive landscape, you look for emerging industry trends across North America and recommend strategies to drive a competitive advantage. You develop a compelling vision and engage others in achieving such vision; providing thought leadership and constantly striving to find ways to outperform.


 Business Development Capability
  • You are committed to leading in the community, developing opportunities to grow the TD PWM franchise and increasing our profile in the local market.


 Proactive Risk Management
  • You possess 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. You actively participate in crafting new policies and procedures for the business to meet new and evolving regulatory requirements.

Job Requirements

  • Driving the region's operating performance, sales management culture, talent management strategy and tactics, business development, compliance oversight and Investment Advisor recruitment.
  • Contributing to the achievement of TD PWM overall business results by developing and executing an annual regional business and operating plan consistent with the TD Wealth strategy and objectives.
  • Reviewing and supporting Branch Managers in the development and execution of branch business plans.
  • Cultivating and developing constructive business relationships across TD Bank.
  • Preserving and promoting productive and respectful partnership relationships across TD Wealth.
  • Effective and inspiring business and talent leadership by recruiting and developing and leading high performance teams through personal development planning, setting rational performance objectives, and providing feedback and performance assessments in a timely manner.
  • Coaching and developing executive talent by building and