Professional Wealth Branch Manager

7 months ago

Waterloo, Canada TD Bank Full time

**Work Location**:
Waterloo, Ontario, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**CUSTOMER**:

- **Ensure client needs are fully assessed and that referrals to other areas of TD are made smoothly and effectively**:

- **Negotiate and execute an annual branch business plan and review individual business plan from each Investment Advisor**:

- **Plan and document marketing and business development activities, review and communicate results and adjust plan accordingly**:

- **Identify and develop relationships with TD Canada Trust, TD Wealth Partners and external referral sources to build sales and market share**:

- **Manage the branch budget/expenditures to increase efficiency and effectiveness**:

- **Fulfil annual Challenge Goals which include National and Branch specific goals. Challenge goals targets to be reviewed on an annual basis**:

- **Engage advisors and support staff in ongoing endeavour to provide a legendary Client Experience**:

- **Oversee / direct the negotiation and resolution of significant client issues**

**SHAREHOLDER**:

- **Work closely with key business leaders to develop business plan, ensuring the optimal use of resources and leverage TD’s operating model to maximize efficiency, effectiveness and scale**:

- **Plan and execute business development activities, review and communicate results, and adjust tactics accordingly**:

- **Execute on the annual business plan to deliver results aligned with business strategies**:

- **Manage overall budget, revenue and expenditures, meet business objectives while increasing efficiency and effectiveness**:

- **Proactively identify key business opportunities, research and recommend enhancements / modifications, develop strategies to achieve recommendations and work closely with team to execute and implement**:

- **Monitor and communicate the effectiveness of strategies, programs, and practices related to own area of expertise**:

- **Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary**:

- **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**

**EMPLOYEE TEAM**:

- **Lead a highly qualified and collaborative team of Investment Management professionals.**:

- **Contribute to the development of business segment and/or enterprise functional strategic priorities within their operational area or field of specialty**:

- **Develop annual and/or long term plans for own area and influences plans well beyond area managed**:

- **Responsible for 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**:

- **Lead a high performing team; provide on-going 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**:

- **Lead 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**:

- **Recruit for all hires to 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 and lead a large and/or highly complex and diverse reporting function for an area of significant risk, complexity or scope while growing talent, developing skills and capabilities to achieve career goals, support project / initiative success and achieve business results**:

- **Provide coaching, mentorship and guidance to practitioners, business, executives within area of expertise**:

- **Manage and oversee the overall discipline and strategy for the respective areas while aligning to the enterprise best practices**:

- **Provide coaching, mentorship and guidance to practitioners, business, executives within area of experti

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