Assistant Wealth Market Manager

7 months ago

Ottawa, Canada TD Bank Full time

**Work Location**:
Ottawa, Ontario, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**Department Overview**:
**TD Wealth, Private Wealth Management (PWM) is focused on the delivery of a legendary client experience to high-net worth (HNW) clients. PWM leverages a distinct discovery process and an integrated team-based approach to build a wealth strategy that reflects each client’s unique needs. As part of the commitment to OneTD, team**

**members will collaborate closely to fully franchise the client and deliver a full spectrum of PWM services - Private Banking, Private Investment Advice, Private Investment Counsel, Private Trust, Wealth Advisory Services and Wealth Insurance Services.**

**CUSTOMER**:

- **Responsible for the delivery of a consistent and integrated PWM experience to all clients and prospects in the Centre and actively demonstrate leadership in the consistent execution of the Sales and Client Engagement Model (CEM).**:

- **Ensure that all new clients receive an enhanced on-boarding experience, which includes a thorough client discovery process, creation of a tailored Wealth Strategy and a differentiated HNW planning experience through early introductions to applicable PWM Partners**:

- **Ensure that rediscovery meetings are conducted with existing clients to add value and deliver a PWM experience**:

- **Participate in the resolution of significant client relationship issues and leverage support of MM and Sr. Regional Business Manager to address client concerns efficiently**:

- **Complete analysis of client portfolios in order to develop a thorough understanding and relationship with the top clients of the centre**:

- **Prepare/develop agenda, and in the absence of the Market Manager lead center sales meetings**:

- **Partner effectively with the Retail branch network, Commercial Bank as well as other wealth management professionals to translate into potential leads and greater share of wallet**

**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**:

- **Lead a subset of highly qualified and collaborative team of professionals, which may include Senior Private Bankers and Associate Private Bankers.**:

- **Responsible for management of the overall team providing both leadership and guidance**:

- **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 func

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