Professional Wealth Branch Manager, Investment Advice Centre (Toronto)

Professional Wealth Branch Manager, Investment Advice Centre (Toronto)

12 Aug
|
The Toronto-Dominion Bank (Canada)
|
Toronto

12 Aug

The Toronto-Dominion Bank (Canada)

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. Job Description: 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 resources and leverage TD’s operating model to maximize efficiency, effectiveness and scale Plan and execute business development activities, review and communicate results, and adjust tactics accordingly Execute on the annual business plan to deliver results aligned with business strategies Manage overall budget, revenue and expenditures, meet business objectives while increasing efficiency and effectiveness Proactively identify key business opportunities, research and recommend enhancements / modifications, develop strategies to achieve recommendations and work closely with team to execute and implement Monitor and communicate the effectiveness of strategies, programs, and practices related to own area of expertise Protect the interests of the organization – identify and manage risks, and enforce non-standard, high risk transactions / activities as necessary Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with

📌 Professional Wealth Branch Manager, Investment Advice Centre (Toronto)
🏢 The Toronto-Dominion Bank (Canada)
📍 Toronto

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