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Professional Assistant Branch Manager Wealth

3 months ago

Montreal, Quebec, Canada TD Bank Full time

Work Location:
Montréal, Quebec, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:

Job Description:

Department Overview:
This role is responsible for providing sales leadership, talent recruitment, effective partner relationships and the consistent delivery of a legendary client experience

Primary Businesses:
Private Investment Advice, Private Investment Counsel

Job Description:

CUSTOMER:

  • Plan, communicate and execute on sales and business development activities to achieve branch business objectives
  • 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
  • Assist in the negotiation and resolution of significant client issues
  • Actively participate in branch meetings, facilitate presentations/training session and arrange for guest speakers as required
  • Actively promote the TD Private Wealth Management image and brand within the community through participation and leadership in business groups, and related activities

SHAREHOLDER:

  • Contribute to the development and implementation of sales strategies to achieve business objectives and sales goals
  • Actively demonstrate a leadership role in the Client Experience Program through monitoring and contributing to the branch success in achieving branch CEI targets
  • 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
  • Ensure necessary due diligence to support the accuracy of all client transactions / activities
  • Protect the interests of the organization identify and manage risks, and escalate nonstandard, high risk transactions / activities as necessary
  • Lead relationships with business lines / corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements
  • 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

Job Requirements:

EMPLOYEE TEAM:

  • Contribute to the 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
  • Colead a high performing team; provide ongoing feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and completed for all employees
  • Contribute to 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
  • Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes
  • Contribute to the recruiting process and 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 a large team with functional diversity and complexity where activities involve multiple step transactions, multiple systems and jurisdictions, higher volumes and/or medium to high complexity
  • Work focus time horizon is generally medium to long term with moderate to high focus on strategic planning
  • Requires expert process management knowledge and the risk profile for team processes supported
  • Lead teams with multiple points of internal and external contact (may include direct contact with Clients)
  • May manage over a diverse geographic jurisdiction
  • Oversee management of team requiring workforce to decision on acceptable level of risk
  • Moderate to High risk potential (loss/reputational) for functional area
  • Act as secondhighest point of team escalation for resolution and provides direction to resolve issues or escalate
  • Involves regular contact with crossfunctional teams across TDBG or external contacts and/or clients
  • Generally reports to a PWM Branch Manager

EXPERIENCE & EDUCATION:

  • Undergraduate university degree
  • Registered