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
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