At a Glance
- Tasks: Lead and develop high-performance teams in wealth management.
- Company: Join TD Private Wealth Management, a leader in financial services.
- Benefits: Competitive salary, performance bonuses, and opportunities for growth.
- Other info: Dynamic role with community engagement and career advancement opportunities.
- Why this job: Make a real impact in clients' financial journeys while building your leadership skills.
- Qualifications: 7+ years in wealth leadership and a university degree required.
The predicted salary is between 96900 - 136800 $ per year.
Location: Vancouver, British Columbia, Canada
Schedule: 37.5 hours per week
Sector: TD Wealth Management
Salary Range: $96,900 - $136,800 CAD
This position is eligible for a discretionary variable compensation bonus based on company performance and individual performance.
TD Private Wealth Management is a premier full-service brokerage and wealth management business focused on becoming the leading 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.
The role of Assistant Branch Manager reports directly to the Branch Manager and is a key leadership position on the TD Wealth leadership team. As an Assistant Branch Manager, you will be expected to 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.
This role is responsible for:
- Providing sales leadership, talent recruitment, effective partner relationships, and consistent delivery of a legendary client experience.
- Recruiting, developing, and leading high-performance teams through personal development planning, setting rational performance objectives, and providing timely feedback and performance assessments.
- Contributing to the development and implementation of sales strategies to achieve business objectives and sales goals.
- Planning and executing business development activities, reviewing and communicating results, and adjusting tactics accordingly.
- Coaching and developing employees to proactively identify client product and service needs and deliver on business sales, advice strategies, and individual goals.
- Actively promoting the TD Private Wealth Management image and brand within the community through participation and leadership in business groups and related activities.
- Ensuring necessary due diligence to support the accuracy of all client activities.
- Effectively engaging the organization to lead others through periods of complex change and enhance TD’s brand.
- Maintaining a deep understanding of TD Wealth Management Advisory offerings and identifying emerging industry trends.
- Leading in the community to grow the TD PWM franchise and increasing our profile in the local market.
- Reviewing and supporting Branch Managers in the development and execution of branch business plans.
- Overseeing and directing the negotiation and resolution of significant client issues.
- Providing ongoing leadership, counsel, and oversight on compliance-related matters.
- Maintaining a strong understanding of the Bank’s internal risk management and audit policies.
Requirements:
- Undergraduate university degree or related post-secondary education at a minimum.
- Currently registered with the Canadian Investment Regulatory Organization (CIRO) as a Registered Representative and Supervisor.
- 7+ years of Wealth leadership experience, including branch and sales management.
- A successful track record of recruiting, acquiring, growing, and retaining top talent.
- A proven strategist, change agent, and advocate with the ability to balance business realities and regulatory expectations.
- A successful history of working in a large financial institution.
- Proven ability to provide a balanced approach and stay resilient under pressure.
- Demonstrated time management and organizational skills to meet tight deadlines.
- Confident presentation and facilitation skills.
Professional Assistant Branch Manager Wealth in Vancouver employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
