Wealth Branch Manager

Posted 5 hours ago

Apply Now

Resume Score

Check how well your resume matches this job before you apply.

Sign in to check score

About the role

  • TD Wealth branch manager leading investment professionals, HNW/UHNW client planning, risk management, and revenue growth. Based onsite in Saanich, British Columbia.

Responsibilities

  • Lead a highly qualified and collaborative team of Investment Management professionals
  • Develop business plans with key business leaders and optimize resources using TD’s operating model
  • Plan and execute business development activities; review results and adjust tactics
  • Develop annual and long-term plans for the managed area and influence plans beyond it
  • Engage advisors and support staff to provide a legendary Client Experience
  • Identify business opportunities, recommend enhancements, develop strategies, and lead implementation
  • Plan and document marketing and business development activities
  • Set team performance objectives and manage performance, rewards, and corrective actions
  • Maintain a culture of risk management and control aligned with risk appetite
  • Recruit diverse and qualified employees
  • Act as a brand ambassador for TD Wealth and the bank
  • Report generally to the Region Head executive

Requirements

  • 10+ years of Sales Leadership & relevant industry experience
  • Deep understanding of the HNW and UHNW client sector
  • Undergraduate university degree
  • Registered with CIRO as a Registered Representative and Supervisor, including but not limited to Option & Derivatives Supervisor and Portfolio Manager

Benefits

  • Discretionary variable compensation award based on business and individual performance
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off
  • Banking benefits and discounts
  • Career development
  • Reward and recognition programs
  • Regular development conversations
  • Training programs
  • Online learning platform
  • Mentoring programs
  • Training and onboarding sessions
  • Interview accommodations, including accessible meeting rooms and captioning for virtual interviews

Job title

Job type

Full Time

Experience level

SeniorLead

Salary

CA$115,600 - CA$163,200 per year

Degree requirement

Bachelor's Degree

Location requirements

OnsiteSaanichCanada

Report this job

Found something wrong with the page? Please let us know by submitting a report below.