Professional Assistant Branch Manager Wealth

7 months ago

Montréal, 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 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 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
- Co-lead a high performing team; provide on-going 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 second-highest point of team escalation for resolution and provides direction to resolve issues or escalate
- 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

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