Professional Wealth Branch Manager

1 week ago


Eastern Ontario, Canada TD Full time

Professional Wealth Branch Manager Work Location: Kingston, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $103,400 - $155,000 CAD (variable compensation award available) Job Description TD Private Wealth Management is a premier full‑service brokerage and wealth management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling the comprehensive needs of mass affluent and high‑net‑worth clients with world‑class advice and legendary client experiences. TD private wealth management (PWM) is ideal for investors who are looking for professional, custom‑tailored wealth plans and investment solutions, while maintaining participation in the decision‑making process regarding their financial affairs. The role of Branch Manager reports directly to the Greater Ontario Region Head of PWM and is one of the key leadership positions on the TD Wealth senior executive team and an integral part of TD Bank’s strategy for TD PWM. As Branch Manager, you will reflect TD’s leadership profile and make an impact, build for the future, inspire the will to win, work effectively in teams, live transparency, show excellent judgment and demonstrate unwavering integrity. Responsibilities Effective People Leadership – Lead decisively and influence high performing teams by motivating, coaching and developing talent. Operational Excellence – Strive to improve operating performance and process, set challenging but attainable goals and establish clear performance measures and expectations for your team while building a supportive environment that allows people to stretch their capabilities and reach their full potential. Organizational Awareness – Effectively engage the organization to get things done, lead others through periods of complex change, and enhance TD’s brand. Business Acumen – Maintain a deep understanding of TD Wealth Management Advisory offering from the ground up, together with the key levers within such offering that drive superior results. Analyze sales and financial data, identify trends and implement specific tactics to increase revenue, reduce expenses, enhance firm profitability and drive growth. Strategic Insight – Know and understand the competitive landscape, identify emerging industry trends across and recommend strategies to drive a competitive advantage. Business Development Capability – Lead in the community, developing opportunities to grow the TD PWM franchise and increasing our profile in the local market. Proactive Risk Management – Maintain a strong understanding of the bank’s internal risk management and audit policies and procedures and those defined by external entities including relevant banking authorities and industry regulators. Participate in crafting new policies and procedures for the business to meet new and evolving regulatory requirements. Drive the region’s operating performance, sales management culture, talent management strategy and tactics, business development, compliance oversight, and investment advisor recruitment. Contribute to the achievement of TD PWM’s overall business results by developing and executing an annual regional business and operating plan consistent with the TD Wealth strategy and objectives. Review and support branch managers in the development and execution of branch business plans. Recruit, develop, and lead high‑performance teams through personal development planning, setting rational performance objectives, and providing feedback and performance assessments in a timely manner. Coach and develop executive talent by building and training a succession plan for key roles in the region. Maintain an active pipeline of branch management candidates. Lead the evolution and delivery of legendary client experiences. Grow the TD PWM business with a major focus on increasing market share and enhancing the group’s brand and public profile. Actively promote the TD PWM brand profile within the region through participation and leadership in business and industry groups, and related activities including public speaking and media appearances. Oversee and direct negotiation and appropriate resolution of significant client issues, which may include liaising with internal and external ombudsmen, industry regulators, and participation in legal proceedings. Provide ongoing leadership, counsel, and oversight on compliance‑related matters to ensure conformity with evolving industry regulations, internal compliance, risk management, and audit policies and practices. Deliver satisfactory audit results. Requirements Undergraduate university degree or related post‑secondary education at a minimum. Currently registered with the Investment Industry Regulatory Organization of Canada (IIROC) as a Registered Representative and Supervisor & Options. Minimum of 10 years of wealth leadership experience, including branch and sales management. A successful track record of recruiting, acquiring, growing and retaining top talent, promoting diversity, building partnerships, aligning enterprise capabilities and striving to raise the bar on continuous improvement. A proven strategist, change agent and advocate with the ability to balance business realities, regulatory expectations and best practices to lead others in pursuit of opportunities. A successful history of working in a large financial institution where success is achieved by collaborating with other business partners. A clear understanding of the importance of collaboration across the organization to leverage peer groups. Proven ability to provide a balanced approach and to stay resilient under pressure with the ability to operate in an evolving and sometimes ambiguous environment reflecting timely and decisive leadership. Demonstrated time management and organizational skills to meet tight deadlines as well as the flexibility to adapt to changing priorities. Confident presentation and facilitation skills. Who We Are TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the bank, those we serve, and the economies we support. We are guided by our vision to be the better bank and our purpose to enrich the lives of our customers, communities and colleagues. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Additional Information Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development We provide regular career, development and performance conversations with managers, access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Language Requirement (Quebec Only) Sans Objet Seniority Level Director Employment Type Full‑time Job Function Sales and Business Development Industries: Banking #J-18808-Ljbffr



  • Eastern Ontario, Canada TD Full time

    Professional Wealth Branch Manager Work Location: Kingston, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $103,400 - $155,000 CAD (variable compensation award available) Job Description TD Private Wealth Management is a premier full‑service brokerage and wealth management business with an unwavering focus on becoming the leading,...


  • Eastern Ontario, Canada TD Securities Full time

    Professional Wealth Branch Manager – TD Securities Work Location: Kingston, Ontario, Canada. Hours: 37.5 per week. Line of Business: TD Wealth. Base Pay: $103,400 - $155,000 CAD. Eligible for discretionary variable compensation based on performance. Job Description Effective People Leadership – Lead decisively and influence high performing teams by...


  • Eastern Ontario, Canada TD Securities Full time

    Professional Wealth Branch Manager – TD Securities Work Location: Kingston, Ontario, Canada. Hours: 37.5 per week. Line of Business: TD Wealth. Base Pay: $103,400 - $155,000 CAD. Eligible for discretionary variable compensation based on performance. Job Description Effective People Leadership – Lead decisively and influence high performing teams by...

  • Branch Manager

    1 week ago


    Ontario, Canada Capital Markets Advisors LLC Full time

    Branch Manager – Wealth Management (Toronto) Location: Toronto, Ontario Industry: Independent Wealth Management / Full-Service Brokerage Employment Type: Full-time, Hybrid Compensation: Competitive base + production income + performance bonus + long-term equity opportunity Overview An established, full-service investment dealer with national reach is...

  • Branch Manager

    1 week ago


    Ontario (ON), Canada Capital Markets Advisors LLC Full time

    Branch Manager - Wealth Management (Toronto)Location: Toronto, OntarioIndustry: Independent Wealth Management / Full-Service BrokerageEmployment Type: Full-time, HybridCompensation: Competitive base + production income + performance bonus + long-term equity opportunityOverviewAn established, full-service investment dealer with national reach is seeking an...

  • Branch Manager

    5 days ago


    Bancroft, Ontario, KL, Canada Kawartha Financial Services Full time

    Branch Manager (Permanent, Full-time)Location: Bancroft, ONHours: Monday to Saturday, 40 hours per weekRate of Pay: $1, $2,152.80 per week (plus applicable benefits)Position Description:As a Branch Manager, you will provide excellent leadership and be responsible for managing all branch operational and human resources functions. Specific responsibilities...

  • Branch Manager

    3 weeks ago


    Eastern Ontario, Canada Nedco Full time

    For 100 years, Nedco has been a cornerstone in the electrical industry. With branches across Canada, Nedco is pleased to offer one-stop shopping for a wide range of quality products such as communications, wire and cable, distribution, lighting, data, home integration and security. We are currently seeking a Branch Manager to become an integral part of our...

  • Branch Manager

    2 days ago


    (s): Canada : Ontario : Sudbury Scotiabank Global Site Full time

    Requisition ID: 242248Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the branch's personal and business...


  • Eastern Ontario, Canada Nedco Full time

    A provider of electrical products is seeking a Branch Manager for their Kingston, ON location. In this role, you will drive sales strategies, maintain customer service standards, and lead a team. The ideal candidate has a college education, 3-5 years of experience in electrical distribution, and strong financial acumen. A competitive salary and benefits...


  • Eastern Ontario, Canada Fidelity Canada Full time

    Job DescriptionCurrent work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule.Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...