Manager, Advisor Engagement

2 weeks ago

Toronto, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**Department Overview**

Wealth Advice is focused on the delivery of legendary client experiences to Mass Affluent and High-Net Worth clients through an integrated team of professionals across Financial Planning, Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Insurance and Wealth Advisory Services.

As a member of the Wealth Advice Client, Colleague Experience & Channel Management team, Manager, Advisor Engagement will lead the development and execution of initiatives that enable client facing professionals to deliver against the 4 Wealth Pillar value proposition. The Manager will establish and manage relationships with Wealth Advice internal partners, field leaders and field professionals, to socialize, gain feedback, and champion advisor development programs and initiatives.

The Manager is responsible for defining and implementing initiatives in support of the Advisor development strategy for Wealth Advice. Specifically, the Manager will be accountable for the following:

- Support the Senior Manager in crafting the long-term strategic roadmap.
- Drive implementation of advisor development strategies and tools including Four Pillar Platform.
- Manage multiple project stakeholders from cross functional teams, as well as interfacing with project leaders, technology specialists, professional staff, vendors and consultants
- Effectively manage stakeholder expectations related to project time and scope of deliverables.
- Provide and seek field perspective on key programs and projects and manage input from key field partners.
- Ensure projects align with long term strategy.
- Work with field, regional and national leaders to drive and manage change through communication, education, training, and recruiting support
- Create communication strategies and associated materials for delivery to field professionals and leaders
- Partner with field professionals and councils to ensure relevance and buy in to drive behaviour change
- Work with key partners to analyze information and develop opportunities

**Job Requirements**
- Minimum 5 years strategy, product/project management experience with a track record of implementing change within an organization
- Minimum 5 years Wealth Management industry experience; advice-channel experience preferred
- The ability to deal with issues at a strategic as well as tactical level
- Excellent verbal and written communication skills including expert level PowerPoint skills
- Strong project management and problem-solving skills with an ability to provide clear and concise direction in a positive and effective manner
- Demonstrated leadership skills with ability to make things happen using impact and influence
- The ability to work both as part of a team and independently to complete tasks.
- Highly motivated with a proven track record in successfully delivering results
- Self-starter, takes ownership and is results-oriented
- Creative problem solver who is solutions focused
- Can execute quickly and decisively and works well within tight deadlines and under pressure
- Ability to develop and manage working relationships with client-facing professionals, leadership teams and business executives

**Additional Information**
- Undergraduate Degree required
- Post graduate degree is preferred
- Financial services designations considered an asset
- Bilingual French/English considered an asset

**Inclusiveness**

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

**Job Family**
- General

**Job Category - Primary**
- Wealth Management

**Job Category(s)**
- Wealth Management

**Hours**
- 37.5

**Business Line**
- TD Wealth

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

**Province/State (Primary)**
- Ontario

**City (Primary)**
- Toronto

**Work Location**
- TD Centre - South - 79 Wellington Street West

**Job Expires**
- 12-May-2023

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