Professional Wealth Branch Manager, Investment Advice Centre (Toronto)

Professional Wealth Branch Manager, Investment Advice Centre (Toronto)

11 Aug
|
TD
|
Toronto

11 Aug

TD

Toronto

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD General

Pay Details:

$96,900 - $136,800 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

:

CUSTOMER:

- Ensure client needs are fully assessed and that referrals to other areas of TD are made smoothly and effectively




- Negotiate and execute an annual branch business plan and review individual business plan from each phone-based Investment Advisor
- Plan and document client relationship management activities, review and communicate results and adjust plan accordingly
- Identify and develop relationships with TD Canada Trust and TD Wealth Partners to build sales and market share
- Manage the branch budget/expenditures to increase efficiency and effectiveness
- Fulfil annual Challenge Goals which include National and Branch specific goals to be reviewed on an annual basis
- Engage phone-based advisors and support staff in ongoing endeavor to provide a legendary Client Experience
- Oversee / direct the negotiation and resolution of significant client issues

SHAREHOLDER

- Work closely with key business leaders to develop business plan, ensuring the optimal use of resource

📌 Professional Wealth Branch Manager, Investment Advice Centre (Toronto)
🏢 TD
📍 Toronto

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