Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD GeneralPay Details:$96,900 - $136,800 CADTD 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 effectivelyNegotiate and execute an annual branch business plan and review individual business plan from each phone-based Investment AdvisorPlan and document client relationship management activities, review and communicate results and adjust plan accordinglyIdentify and develop relationships with TD Canada Trust and TD Wealth Partners to build sales and market shareManage the branch budget/expenditures to increase efficiency and effectivenessFulfil annual Challenge Goals which include National and Branch specific goals to be reviewed on an annual basisEngage phone-based advisors and support staff in ongoing endeavor to provide a legendary Client ExperienceOversee / direct the negotiation and resolution of significant client issuesSHAREHOLDERWork 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 scalePlan and execute business development activities, review and communicate results, and adjust tactics accordinglyExecute on the annual business plan to deliver results aligned with business strategiesManage overall budget, revenue and expenditures, meet business objectives while increasing efficiency and effectivenessProactively identify key business opportunities, research and recommend enhancements / modifications, develop strategies to achieve recommendations and work closely with team to execute and implementMonitor and communicate the effectiveness of strategies, programs, and practices related to own area of expertiseProtect the interests of the organization - identify and manage risks, and elevate non-standard, high risk transactions / activities as necessaryKeep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impactsMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteEnsure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of ConductEMPLOYEE/TEAM:Lead a highly qualified and collaborative team of phone-based Investment Management professionals.Contribute to the development of business segment and/or enterprise functional strategic priorities within their operational area or field of specialtyDevelop annual and/or long term plans for own area and influences plans well beyond area managedResponsible for management of the overall team providing both leadership and guidanceSet targets and objectives for the team, and deliver resultsGrow team expertise to align with business/enterprise demand and direction; assess team skills and capabilities and continually look for ways to provide and enhance the value deliveredLead a high performing phone-based team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and provide regular input into employee assessments and development plansLead the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely mannerManage employees in compliance with all human resources policies, procedures and guidelines of conductShare knowledge, information, skills, and subject matter expertise among the team and ensure the timely communication of issues and encourage good working relationships with other functions and teamsSupport an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successesRecruit for all hires to ensure a highly diverse, qualified workforce to achieve business objectivesEstablish and foster a cohesive team; promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectivesAct as a brand ambassador for the business area/function and the bank, both internally and/or externallyBREADTH & DEPTHOversee and lead a large and/or highly complex and diverse reporting function for an area of significant risk, complexity or scope while growing talent, developing skills and capabilities to achieve career goals, support project / initiative success and achieve business resultsProvide coaching, mentorship and guidance to practitioners, business, executives within area of expertiseManage and oversee the overall discipline and strategy for the respective areas while aligning to the enterprise best practicesProvide coaching, mentorship and guidance to practitioners, business, executives within area of expertiseStrategic partner to leadership team on the management of the portfolio and financials, with deep industry, external / internal, enterprise knowledge, recognizing and anticipating emerging trends and; identifying operationalefficiencies and opportunities with other business management / enterprise areasFacilitate key strategic discussions and provide thought leadership to executive audience (output may include strategic roadmap and/or deliverables/ frameworks/ short to long term goals etc.)Set operational team direction and collaborate with others to execute on common goalsFocus on longer-range planning for functional area (e.G. 12 months or greater)Generally reports to Region Head executiveEXPERIENCE & EDUCATION:Undergraduate university degree10+ years of Sales Leadership experienceRegistered with IIROC as a Registered Representative and Supervisor, including but not limited to Option & Derivatives Supervisor,



Portfolio ManagerLife Insurance license (LLQP)Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.Our Total Rewards PackageOur Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn moreAdditional Information:We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.Please be advised that this job chance is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.Colleague DevelopmentIf you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.Training & OnboardingWe will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.Interview ProcessWe'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.AccommodationYour accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.Language Requirement (Quebec only):Sans ObjetWe look forward to hearing from you! #J-18808-Ljbffr

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