Team Manager Ii, Operations

1 month ago

Markham, Canada TD Bank Full time

403937BR

Wealth Management

Markham, ON

March 22, 2023

Company Overview

Department Overview

TD Wealth Advice Connect is a fast-paced channel shaping the future of wealth advice in the digital age. Advice Connect offers a unique, differentiated and legendary client experience integrating human advice with a digital platform. We are a high performing and adaptable team focused on building capabilities to redefine wealth advice whiles being exposed to opportunities to innovate and contribute to the future growth of the business.
This role is responsible for the leadership of a team of accredited Planners focused on the mass affluent customer segment and provides sales leadership, business development, referrals, operational excellence and coaching to achieve targets and support overall sales culture.

**Job Description**:

- Customer:

- Lead a team of Planners who are focused on acquiring and retaining target Mass Affluent customers; consistently delivering our Financial Planning value proposition. Focus on achieving business objectives by providing sales and client experience leadership to a team of Planners
- Provide coaching, direction and motivation to deliver strong sales results, good business practices and compliance requirements
- Act as the lead coach in building the discipline and true practitioner ability of their FPs to provide sound financial advice and holistic financial plans
- Lead the client experience and client engagement model to bring value to our clients and differentiate our offering
- Ensure all customer facing activities support the client experience and enhance the brand
- Shareholder:

- Adhere to enterprise frameworks or methodologies that relate to activities for our business
- Ensure respective programs / policies / practices are well managed, meet business needs, comply with internal and external requirements, and align with business priorities
- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
- Ensure business operations are following applicable internal and external requirements
- Help identify risk and provide guidance for complex situations
- Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunity exists
- Lead / facilitate and/or implement actions / remediation plans to address performance / risk / governance issues
- Ensure team 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
- Employee / Team
- Lead a high performing sales team; provide ongoing feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and provide regular input into employee assessments and development plans
- Responsible for management of the overall team providing both leadership and guidance striving towards a positive and high performing team culture with a One TD mindset
- 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
- Lead the process of setting targets and performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner to drive results
- 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

**Requirements**:

- Breadth / Depth
- Lead and manage a sizeable team of sales professionals and book of business in an area of moderate risk, complexity or scope, while growing talent, developing skills and capabilities to achieve career goals, support project / initiative success and achieve business results
- Accountable for team sales performance
- Manages and oversees team discipline and strategy while aligning to the enterprise best practices, prioritizing initiatives and allocating resources
- Deep knowledge and understanding of businesses / technology, and organizational practices/ disciplines
- Sound to advanced knowledge of external competition, industry and/or market trends in relation to own function / business
- Client-centric mindset
- Provides coaching, mentorship and guidance to practitioners, business, within area of expertise
- Set team direction and collaborate with others to execute on common goals
- Generally reports to a Senior Manager

Additional Information
- Experience and / or Education
- University Degree
- 3-5 years of management and/or related industry experience
- Canadian Securities Course (CSC) requ

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