Professional Assistant Branch Manager Wealth

Professional Assistant Branch Manager Wealth Join to apply for the Professional Assistant Branch Manager Wealth role at TD Securities Job Details Work Location: London, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $91,200 - $130,000 CAD (variable compensation award based on business and individual performance) Compensation: TD is committed to fair and equitable compensation opportunities. Base pay may vary by skills, experience and location. Variable Pay: Eligibility for a discretionary variable compensation award that considers business and individual performance. Job Description Customer Plan, communicate and execute on sales and business development activities to achieve branch business objectives. Ensure due diligence (e.g., accuracy of information, Know Your Client) to support the accuracy of all client activities. Ensure client needs are fully assessed and 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 sessions 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. Demonstrate a leadership role in the Client Experience Program, monitoring and contributing to the 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 deliver on business sales, advice strategies and individual goals. Ensure due diligence to support accurate client transactions/activities. Follow and ensure employees understand and apply bank operating policies and procedures. Protect the interests of the organization – identify and manage risks, escalating non-standard, 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 minimize operational and regulatory risk by complying with Bank and industry Code of Conduct. 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; continually assess and enhance the value delivered. Co‑lead a high‑performing team; provide ongoing feedback, performance reviews and coaching. Contribute to setting performance objectives for the team; track, monitor and reward performance in a timely manner. Manage employees in compliance with all human resources policies, procedures and conduct guidelines. Share knowledge, information, skills and subject‑matter expertise within the team and communicate issues promptly. Support an environment where the team freely escalates business challenges and facilitate change through positive reinforcement. Contribute to the recruiting process ensuring a highly diverse, qualified workforce. Establish and foster a cohesive team; promote an inclusive environment and encourage the team to achieve common goals. 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 involving multiple step transactions, systems and jurisdictions. Work focus time horizon generally medium to long term with a moderate to high focus on strategic planning. Requires expert process management knowledge and risk profile for team processes. Lead teams with multiple points of internal and external contact (may include direct client contact). May manage over a diverse geographic jurisdiction. Oversee team requiring workforce decisions on acceptable level of risk – moderate to high risk potential. Act as second‑highest point of team escalation for resolution and provide direction to resolve issues or elevate. Involves regular contact with cross‑functional teams across TDBG or external contacts and/or clients. Generally reports to a PWM Branch Manager. Experience & Education Undergraduate university degree. Registered with IIROC as a Registered Representative and Supervisor. Mutual Fund Branch Managers Compliance Officer certification (or equivalent) is required. Investment Management course, CIM or CFA is an asset. CFP or PFP designation (CFP preferred) is an asset. Who We Are TD is one of the world's leading global financial institutions and the fifth largest bank in North America by branches/stores. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. Our vision is to be the Better Bank and our purpose is to enrich the lives of our customers, communities and colleagues. We’re deeply committed to customer experience and to building capabilities that shape the future of banking. Whether you’ve had years of banking experience or are just starting, we can help you realize your potential through leadership, development conversations, mentorship and training programs. Our Total Rewards Package Includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development and reward and recognition programs. Additional Information This opportunity is subject to provincial employment regulations. Each province or territory may have its own requirements. Colleague Development Career, development and performance conversations are held regularly, with access to an online learning platform and mentoring programs to unlock future opportunities. Training & Onboarding Training and onboarding sessions will be provided to ensure you have everything needed to succeed. Interview Process We’ll reach out to candidates of interest to schedule interviews and communicate outcomes via email or phone. Accommodation Your accessibility is important. Let us know if you require accommodations during the interview process. Language Requirement (Quebec Only) Sans Objet Senioritiy level Mid‑Senior level Employment type Full‑time Job function Sales and Business Development Industries Investment Banking Referrals increase your chances of interviewing at TD Securities by 2x. Get notified about new Branch Manager jobs in London, Ontario, Canada. #J-18808-Ljbffr